The two companies currently focus on serving domestic customers to help achieve the strategic goal of self-sufficiency in domestic storage chips.

But recently, they have also started supplying storage chips to Western customers, benefiting from the tight global supply of DRAM and NAND flash memory. Overseas buyers are even willing to pay higher premiums to obtain the source of goods.

On the financial front, Changxin Storage successfully went public last month, and Changjiang Storage will soon launch an IPO. In addition, the industry's prosperity continues to rise, and both companies have ample funds, actively promoting capacity expansion and taking the initiative in cooperation negotiations.

However, due to a large number of customers rushing to purchase, the remaining available production capacity for the next two years is very limited, leaving little space for Apple.

It is reported that Apple has tested Changxin Memory's DRAM products and intends to incorporate them into the supply chain, while attempting to lower procurement prices. But Changxin clearly refused, insisting on pricing the same as Samsung and SK Hynix, and even more expensive in some scenarios.

In terms of market performance, according to Counterpoint's Q2 2026 data, Samsung ranked first with 25% of global NAND flash market shipments, SK Hynix ranked second with 22%, and Changjiang Storage entered the top three globally for the first time with 14%, surpassing Japanese veteran manufacturer Kaixia.

This is the first time that Chinese manufacturers have entered the top three in this field, and the growth momentum is strong - the shipment volume increased by 22% year-on-year, far exceeding the growth rate of overseas peers.