CXMT CEO는 메모리 공급과 관련해 애플과의 지속적 논의가 진행 중임을 공식 확인하며, 기업의 글로벌 경쟁력에 대한 확신을 표명했다.
Chinese memory chipmaker ChangXin Memory Technologies (CXMT) said Monday that it remains open to partnering with Apple. The statement came as general manager Zhao Lun highlighted the company’s growing competitiveness against global industry leaders, following a strong first-half performance that saw revenue surge nearly ninefold to 150.3 billion yuan ($22.4 billion).
Zhao addressed investor questions regarding the status of discussions with the U.S. tech giant. He noted that CXMT’s products have achieved competitiveness with international mainstream manufacturers in terms of performance, quality, and supply stability. However, he declined to elaborate on specific customer relationships or commercial details, advising the public to refer to officially disclosed company information.
When asked whether CXMT’s LPDDR6 memory chips could enter mass production this year, Zhao confirmed that the LPDDR series remains a core product line. “We continue to invest in R&D in this area, with product performance and reliability steadily improving, and we are now fully capable of competing head-to-head with global mainstream players,” he said. He described the launch of LPDDR6 as “a landmark achievement of collaborative innovation with partners across China's technology industry chain.” Reiterating the company’s commitment to an open and cooperative approach, Zhao directed further questions regarding mass production timelines and profit contributions to official corporate disclosures.
These remarks followed a substantial financial report. In the first half of 2026, CXMT reported operating revenue of 150.31 billion yuan, marking a year-on-year increase of 873.64 percent. Net profit attributable to shareholders reached 77.605 billion yuan, reversing a loss from the prior year and underscoring the firm’s rapid ascent in the global memory chip market. On the same day, CXMT shares climbed 6.7 percent, lifting its market capitalization to 3.97 trillion yuan and bringing it close to the 4-trillion-yuan threshold.
Addressing the drivers behind the first-half 2026 results, Zhao pointed to macroeconomic and operational factors. Since the second half of 2025, surging demand for AI computing power has tightened global DRAM supply and pushed prices upward. Concurrently, continuous advancements in CXMT’s process technology platform have increased wafer output per unit. Coupled with capacity expansion and higher utilization rates, these improvements have driven economies of scale, fueling the significant year-on-year growth in the company’s semi-annual 2026 results.