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LPDDR accounted for 52.02% of 长鑫科技’s first-half 2026 revenue

长鑫科技 reported LPDDR revenue of RMB 78.191 billion for the first half of 2026, or 52.02% of revenue. It attributed DDR’s higher revenue share in the first three quarters, compared with the first half, to rising DDR5 sales following mass production in late 2024. The company also cited strong server-customer demand and forecast continued fourth-quarter revenue growth.

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What to know

  • 01

    DDR revenue reached RMB 69.472 billion in the first half of 2026, accounting for 46.22% of revenue.

  • 02

    LPDDR5X products have been introduced on the fifth-generation process platform, while engineering-sample validation for the sixth-generation platform is complete.

Why it matters

These disclosures help explain 长鑫科技’s changing product revenue mix, while fourth-quarter revenue growth remains the company’s forecast.

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