Huang Danyang, senior vice president of ChangXin Technology, stated that the global shortage of DRAM products will continue in the second half of 2026. In the first half of 2026, the company achieved revenue of 150.31 billion yuan, a year-on-year increase of 873.64%; the net profit attributable to shareholders of the listed company was 77.605 billion yuan. According to data from TrendForce, ChangXin Storage’s DRAM memory revenue reached 14.624 billion US dollars (approximately 982.64 billion yuan) in the second quarter of 2026, a month-on-month increase of 99.3%, and its market share increased from 7.6% in the first quarter of 2026 to 9.5%. Regarding investors’ inquiries about DRAM prices in the third quarter, Huang Danyang believes that this shortage will continue. The company will continue to monitor external factors such as macroeconomic fluctuations and geopolitical situations, and focus on achieving annual performance growth targets and expanding new application scenarios.
Huang Danyang, senior vice president of ChangXin Technology, said that looking ahead to the second half of 2026, the global shortage of DRAM products will continue. In the first half of 2026, the company achieved revenue of 150.31 billion yuan, a year-on-year increase of 873.64%; the net profit attributable to shareholders of the listed company was 77.605 billion yuan. Regarding investors’ inquiries about DRAM prices in the third quarter, Huang Danyang believes that this shortage will persist. Data from TrendForce shows that ChangXin Storage’s DRAM memory revenue reached 14.624 billion US dollars (approximately 98.264 billion yuan) in the second quarter of 2026, a month-on-month increase of 99.3%, and its market share increased from 7.6% in the first quarter of 2026 to 9.5%. The company will continue to monitor external factors such as macroeconomic fluctuations and geopolitical situations, and focus on achieving annual performance growth targets and expanding new application scenarios.