Who leads the NAND segment?

Samsung Electronics, SK hynix lead the NAND segment of the 7 tracked.

How many NAND companies are there?

wafergraph tracks 7 NAND companies across the semiconductor & AI supply chain.

7 companies in the NAND part of the semiconductor & AI value chain.

Samsung Electronics — World's largest memory maker, plus leading-edge foundry and Exynos design. leader · KRX:005930 · $235.3B rev · South Korea
SK hynix — HBM leader supplying NVIDIA; top-two in DRAM, owns Solidigm NAND. leader · KRX:000660 · $68.5B rev · South Korea
Kioxia Holdings — NAND inventor (ex-Toshiba Memory); operates JV fabs with SanDisk. major · TSE:285A · $627M rev · Japan
Micron Technology — Only US-based DRAM/NAND maker; ramping HBM for AI accelerators. major · NASDAQ:MU · $37.4B rev · United States
SanDisk — NAND and SSD maker spun out of Western Digital in 2025. major · NASDAQ:SNDK · $7.4B rev · United States
Solidigm — NAND flash and enterprise SSD maker, an SK Hynix subsidiary. major · United States
Yangtze Memory (YMTC) — China's NAND flash champion with Xtacking architecture. challenger · China

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