
ChangXin Turns a Decade Into a DRAM Windfall
ChangXin Technology reported first-half 2026 revenue of 150.31 billion yuan and attributable net profit of 77.61 billion yuan, driven by surging AI-related memory demand and tight global DRAM supply. Its main-business gross margin reached 84.84%, but future growth depends on maintaining process competitiveness, entering HBM, and surviving the next memory downcycle.
虎嗅 · 18d ago
























