BUSINESS
This Chinese firm has topped Micron and Kioxia in shipments of crucial NAND memory chips
CNBC FinanceThursday, August 13, 2026 at 2:59 AM
RedScroll Brief

Counterpoint Research looked at the NAND segment of memory chips, which is benefitting along with the larger DRAM segment from artificial intelligence demand.
RedScroll Signal
- Impact
- High
- Category
- Business
- Regions
- China
- Market relevance
- High
- Why it matters
- Corporate and market moves reprice risk and reveal where power and cash are concentrating. Counterpoint Research looked at the NAND segment of memory chips, which is benefitting along with the larger DRAM segment from artificial intelligence demand. Investors will watch earnings, rates, and competitive positioning connected to This Chinese and Micron.
Desk copy
RedScroll Briefing
Extractive editorial brief — not a reprint of the original
What happened
Counterpoint Research looked at the NAND segment of memory chips, which is benefitting along with the larger DRAM segment from artificial intelligence demand.
Why it matters
Corporate and market moves reprice risk and reveal where power and cash are concentrating.
Background
CNBC Finance reported on this under business. RedScroll surfaces the signal with an extractive brief — not a reprint of the original article. Read the source for full reporting.
Timeline
CNBC Finance published: This Chinese firm has topped Micron and Kioxia in shipments of crucial NAND memory chips
Story is in today’s RedScroll edition. Follow the original source for updates.
Economic impact
Investors will watch earnings, rates, and competitive positioning connected to This Chinese and Micron.
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Source
CNBC Finance
Original reporting by CNBC Finance. RedScroll provides an extractive briefing only.