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CXMT's third-quarter revenue rose 613% as the DRAM shortage swung the company into profit.

A 613% revenue surge underscores how severe the memory shortage has become and gives Chinese DRAM suppliers more pricing leverage in AI-driven demand.
Trade pressSlicast · October 30, 2026 at 12:56 UTC · US · Source: Unite.AI
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CommentaryCXMT vs SK Hynix vs Samsung: AI Memory Supply, HBM Pricing Power, and the China GapCommentaryCXMT vs SK Hynix and Samsung: G5 DRAM Mass Production Narrows One Gap While HBM Demand Exposes Another, September 2026
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Capital MarketsCXMT (长鑫存储) swung to a third-quarter net profit of 54.4 billion yuan, turning profitable as the DRAM shortage lifted its results.2026-10-31Capital MarketsCXMT swung to profit with 269 billion yuan reported for the first three quarters and plans a share buyback of up to 2 billion yuan.2026-10-31Capital MarketsCXMT swung to a third-quarter net profit of 54.4 billion yuan as AI memory demand lifted chip prices, with sales up sevenfold even as growth slowed.2026-10-31Capital MarketsCXMT plans to repurchase its own shares worth 1 to 2 billion yuan.2026-10-31Capital MarketsChangXin Memory (CXMT) reported results for the nine months ended September 30, 2026, with coverage saying third-quarter revenue rose 613% and profit returned.2026-10-31
CXMT's third-quarter revenue rose 613% as the… · Slicast