This performance placed YMTC behind industry leaders Samsung Electronics and SK Hynix while narrowly surpassing Japan's Kioxia.
The achievement highlights a shift in the competitive landscape as artificial intelligence (AI) changes global storage requirements.
Counterpoint Research notes that the market is moving away from training AI models toward inference, which is the process of using trained models to analyze data and provide answers.
This transition has nearly doubled the demand for enterprise solid-state drives (eSSDs), which are high-speed storage devices used in servers.
While YMTC has grown its shipment volume, it currently ranks fifth in total revenue because its business relies heavily on lower-priced consumer products rather than these high-value data center components.
To improve its financial position, YMTC intends to adjust its product mix toward enterprise storage in the coming months to better serve domestic data centers.
Despite ongoing international trade restrictions on chip-making equipment, the company is expanding its manufacturing footprint.
Analysts from Morgan Stanley indicate that YMTC is increasing production at its existing facilities in Wuhan and installing equipment at a new factory, with plans to significantly grow its monthly output through 2028 to support the development of local AI infrastructure.