“TrendForce data: The revenue of ChangXin DRAM almost doubled in Q2 2026, with market share approaching 10%”

According to TrendForce data, ChangXin Memory’s DRAM business performed strongly in the second quarter of 2026. Revenue reached $14.624 billion, a 99.3% increase from the previous quarter. Meanwhile, its global market share increased from 7.6% to 9.5%, approaching the 10% mark. This performance growth was mainly due to the significant increase in overall DRAM industry revenue. In that quarter, the total global DRAM industry revenue was $15.4726 billion, a 59.5% increase from the previous quarter, primarily driven by a sharp rise in contract prices for general memory, while production capacity only increased slightly. Although institutions expect that the increase in contract prices for general memory will stabilize at 13~18% this quarter, and the slow overall supply growth will remain unchanged in the short term, the new production capacity of the three major manufacturers over the next two years will mainly come from process upgrades, with production volume only able to be slightly increased. However, ChangXin Memory achieved double breakthroughs in revenue and market share thanks to price advantages.