AuraTracer智迹闻
中文

EVENT DOSSIER

“Changxin Technology’s revenue increased by 873.64% in the first half of the year, and its DRAM market share rose to 9.5%.”

In the half-year report for 2026, revenue increased by 873.64%, and DRAM market share rose to 9.5%, ranking fourth globally.

2026-09-07 08:00 Industry & Investment 🔥 57.2 heat score
4sources
1days unfolding
57.2heat score
9mentions
SummaryAI generated

On September 7, 2026, ChangXin Technology held a semi-annual performance briefing. The company reported that its revenue for the first half of the year reached 150.31 billion yuan, a year-on-year increase of 873.64%; the net profit attributable to the parent company was 77.605 billion yuan. In the second quarter, DRAM memory revenue reached 98.264 billion yuan, a month-on-month increase of 99.3%, and its global market share rose from 7.6% to 9.5%. The company’s current production capacity ranks first in China and fourth globally. General Manager Zhao Lun stated that the iteration of the process technology platform and the improvement in capacity utilization have promoted the manifestation of scale effects, coupled with the continued shortage of global DRAM supply, which has contributed to the significant growth in performance. Regarding the decline in contract liabilities, the company attributed it to the concentrated delivery of orders. In the second half of the year, the company will focus on improving operational efficiency, product iteration, and expanding new applications, continuing to strive in the server and consumer electronics sectors, including the mass production of LPDDR6 and cooperation with Xiaomi Xuanjie O3, as well as maintaining deep cooperation with core customers such as Alibaba Cloud, ByteDance, Tencent, and Lenovo.

Related eventsRELATED EVENTS
Quick factsQUICK FACTS
150.31 billion yuanRevenue
873.64%Year-over-year increase in revenue
77.605 billion yuanNet profit
9.5%DRAM market share
Key entitiesKEY ENTITIES
AlibabaBytedanceChangXin TechnologyChen Wu ChaoHuang DanyangLenovoTencentXiaomiZhao Lun

Event frameEVENT FRAME

Product update

AI · 中外媒体across 1 days

Status

In the half-year report for 2026, revenue increased by 873.64%, and DRAM market share rose to 9.5%, ranking fourth globally.

Coverage · reports per dayLANGUAGE SPLIT

Entity relations
ChangXin Technology × H…2Alibaba × Bytedance2Alibaba × ChangXin Tech…2Alibaba × Lenovo2Alibaba × Tencent2Bytedance × ChangXin Te…2

Integrated timelineUNIFIED TIMELINE

  1. 2026-09-07

    ChangXin Technology released half-year report and performance briefing

    A half-year performance briefing was held on September 7, 2026, revealing that revenue for the first half of the year was 150.31 billion yuan, an increase of 873.64% year-over-year, with a net profit of 77.605 billion yuan; in the second quarter, DRAM revenue was 98.264 billion yuan, a 99.3% increase from the previous quarter, and global market share rose to 9.5%.

    4 reports

SignalsSIGNALS

Keyword heat
  • ChangXin Technology4
  • Huang Danyang2
  • Alibaba2
  • Bytedance2
  • Tencent2
  • Lenovo2
  • Zhao Lun1
  • Chen Wu Chao1

All reports (4)SOURCES

科创板日报 zh 2026-09-07 08:00

①Zhao Lun, general manager of ChangXin Technology, said that the continuous iteration of the company’s process technology platform helps increase the output per wafer. Combined with capacity construction and higher capacity utilization rates, the scale effect continues to manifest, driving the company’s performance in the 2026 semi-annual report to grow year-on-year; ②Zhao Lun stated that looking ahead to the second half of the year, the global shortage of DRAM supply will continue.

Zhao Lun, general manager of ChangXin Technology, said that the company’s iterative process technology platform, capacity construction, and increased utilization rate have contributed to the emergence of scale effects, helping to achieve year-on-year growth in performance in the semi-annual report for 2026. At the performance meeting held on September 7, Zhao Lun pointed out that the global DRAM supply shortage continued. In the first half of the year, revenue reached 150.31 billion yuan, a year-on-year increase of 873.64%; net profit was 77.605 billion yuan, and net cash flow from operating activities was 131.156 billion yuan. The company currently ranks first in China and fourth globally in capacity scale, and is accelerating market penetration while strengthening its cost advantage. In the second half of the year, the company will focus on improving operational efficiency, product iteration, and expanding new applications, continuing to make efforts in the server and consumer electronics sectors, including mass production of LPDDR6 and cooperation with Xiaomi Xuanjie O3. Regarding the decline in contract liabilities, the company explained it was due to concentrated order deliveries; regarding HBM progress, the company will advance process iteration according to the established roadmap.

凤凰网·科技 zh 2026-09-07 08:00

“ChangXin Technology has established deep cooperation with Alibaba Cloud, ByteDance, Tencent, Lenovo, Xiaomi, and others.”

On September 7, ChangXin Technology held a semi-annual performance briefing for 2026, revealing that the company achieved revenue of 1,503.10 billion yuan in the first half of the year, a year-on-year increase of 873.64%, and net profit of 776.05 billion yuan. Yuan Yuan, vice president of the company, stated that ChangXin Technology is the largest, most advanced in technology, and fully equipped DRAM R&D, design, and manufacturing enterprise in China. Its core products and technologies have reached international advanced levels, ranking first in China and fourth globally in terms of shipments and sales. Currently, the company has established deep cooperation with core customers in the industry such as Alibaba Cloud, ByteDance, Tencent, Lenovo, Xiaomi, Transsion, Honor, OPPO, and vivo, covering areas including servers, mobile devices, personal computers, and smart cars.

D DoNews·快讯 zh 2026-09-07 08:00

“Changxin Technology’s revenue increased by 873.64% in the first half of the year, and its DRAM market share rose to 9.5%.”

On September 7, 2026, ChangXin Technology held a semi-annual performance briefing in Hefei. It was announced that the company’s revenue for the first half of the year reached 150.31 billion yuan, a year-on-year increase of 873.64%, and the net profit attributable to the parent company was 77.605 billion yuan. In the second quarter, DRAM memory revenue reached 98.264 billion yuan, a month-on-month increase of 99.3%. The company’s global market share increased from 7.6% to 9.5%. Senior executive Huang Danyang pointed out that the shortage of DRAM supply will continue in the second half of the year. The company is focusing on capacity release, product iteration, and collaboration among industry, academia, and research to strengthen its core competitiveness.

凤凰网·科技 zh 2026-09-07 08:00

“ChangXin Technology has carried out deep cooperation with Alibaba Cloud, ByteDance, Tencent, Lenovo, and others”

On September 7, ChangXin Technology held its semi-annual performance briefing for 2026 and revealed that it has currently carried out in-depth cooperation with core customers in industries such as Alibaba Cloud, ByteDance, Tencent, and Lenovo. Yuan Yuan, vice president of ChangXin Technology, said that the company is the largest, most advanced in technology, and fully equipped in layout among DRAM R&D, design, and manufacturing enterprises in China. According to Omdia data, in terms of shipment volume and sales revenue, the company has become the number one DRAM manufacturer in China and fourth in the world. At the same time, the company has accumulated extensive high-quality customer resources in various fields such as servers, mobile devices, personal computers, and intelligent vehicles, establishing a good brand effect.