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科
科创板日报
zh
2026-09-07 08:00
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.
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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.
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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.
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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.