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According to data from market research agency Counterpoint Research, based on global NAND flash memory bit-element shipments, Changjiang Storage has caught up with Kioxia, which is popular among investors, while further narrowing the gap with Samsung Electronics and SK Hynix. Kioxia is currently focusing its business on high-end storage products for US data center operators. Counterpoint analysts MS Hwang and Neil Shah said in the report that Kioxia's shipping ranking declined in part due to the higher price of server products. However, if calculated based on sales rather than shipment volume, Changjiang Storage still lags behind Micron Technology and Kioxia, ranking fifth in the world. Analysts pointed out that although Changjiang Storage already has a fairly large shipping scale, “scale has not yet been converted into revenue.” With the rapid spread of artificial intelligence applications, enterprise demand for low-power, energy-efficient data storage, especially solid-state drives, is on the rise. In the second quarter, SSDs already accounted for nearly half of all NAND flash memory shipments. According to Counterpoint data, a year ago, enterprise-grade SSDs only accounted for 26% of NAND shipments, but now that share has almost doubled.

Zhitongcaijing·08/13/2026 09:17:14
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According to data from market research agency Counterpoint Research, based on global NAND flash memory bit-element shipments, Changjiang Storage has caught up with Kioxia, which is popular among investors, while further narrowing the gap with Samsung Electronics and SK Hynix. Kioxia is currently focusing its business on high-end storage products for US data center operators. Counterpoint analysts MS Hwang and Neil Shah said in the report that Kioxia's shipping ranking declined in part due to the higher price of server products. However, if calculated based on sales rather than shipment volume, Changjiang Storage still lags behind Micron Technology and Kioxia, ranking fifth in the world. Analysts pointed out that although Changjiang Storage already has a fairly large shipping scale, “scale has not yet been converted into revenue.” With the rapid spread of artificial intelligence applications, enterprise demand for low-power, energy-efficient data storage, especially solid-state drives, is on the rise. In the second quarter, SSDs already accounted for nearly half of all NAND flash memory shipments. According to Counterpoint data, a year ago, enterprise-grade SSDs only accounted for 26% of NAND shipments, but now that share has almost doubled.