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ChangXin confident in DRAM outlook as AI demand grows
ChangXin (长鑫科技) expressed confidence in the medium- and long-term outlook for global and Chinese DRAM markets, citing rapidly growing AI data-throughput demand. It forecasts revenue of RMB 265–270 billion and net profit attributable to the parent of RMB 131–132.5 billion for the first nine months of 2026, linking improved earnings to tight supply, higher prices and increased capacity utilization.
What to know
- 01
The company forecasts revenue growth of 725.96%–741.54% year on year for the first nine months of 2026, with net profit attributable to the parent turning positive.
- 02
The company highlighted the importance of increasing DRAM self-sufficiency in China, which it described as the world’s largest semiconductor application market.
Why it matters
These forecasts reflect ChangXin’s assessment of DRAM market conditions amid growing AI demand and tight supply.
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