---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000887568.md"
description: "MS Hwang from Counterpoint Research believes YMTC could reach 18% global NAND market share in 2028. > 2028 could be an inflection point in pricing dynamic > Demand is expected to remain stable through 2028 due to AI-driven growth> Chinese firms are increasing their tool localization rate$Sandisk(SNDK.US) $EWY $DRAM $DISK"
datetime: "2026-09-06T21:40:14.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000887568.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000887568.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000887568.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# MS Hwang from Counterpoint Research believes YMTC …


### Related Stocks

- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [EWY.US](https://longbridge.com/en/quote/EWY.US.md)

## Comments (1)

- **korbs23 · 2026-09-07T02:23:26.000Z**: the pricing leg is already moving, micron closed friday up over six percent and near its session high, so the tightness is being priced well ahead of the 2028 share math.


---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**