China’s Yangtze Memory Technologies Co. moved ahead of Japan’s Kioxia Holdings in NAND flash memory shipments for the first time during the June quarter, Bloomberg reports, citing a report. A Techmeme item summarizing South China Morning Post coverage of Counterpoint data gives the shipment breakdown: YMTC accounted for 14% of global NAND flash shipments in Q2. That placed it behind Samsung at 25% and SK Hynix at 22%, but ahead of Micron and Kioxia, according to the summary. The metric cited is shipment share, not revenue share. The provided summaries do not give revenue rankings or margin comparisons. Bloomberg described the milestone as a sign that Chinese chipmakers are benefiting from AI-driven shortages. The summaries do not provide additional detail on which NAND product categories were tightest, or how much of YMTC’s Q2 gain came from demand, pricing, supply constraints at rivals, or customer mix. The shift is still notable in shipment terms. Based on the Counterpoint figures cited by Techmeme, Samsung and SK Hynix remained well ahead, while YMTC’s 14% share was enough to move it past two established competitors in shipment terms. Who benefits: YMTC benefits from the reported shipment-share gain. Bloomberg described the milestone as a sign that Chinese chipmakers are benefiting from AI-driven shortages. Who's exposed: Kioxia and Micron are the exposed names in the provided data, because Techmeme’s Counterpoint summary says YMTC moved ahead of both in Q2 shipments. The summaries do not quantify their individual shares.