“ChangXin Memory’s DRAM revenue in Q2 2026 increased by 99.3% compared to the previous quarter.”
In the second quarter of 2026, ChangXin Storage’s DRAM revenue reached $14.624 billion (approximately 98.264 billion yuan), a 99.3% increase from the previous quarter, and its market share rose from 7.6% to 9.5%. During the same period, the total global DRAM industry revenue was $154.726 billion, a 59.5% increase from the previous quarter, mainly driven by higher contract prices, with shipments increasing only slightly. Institutions expect that the price increase for general memory this quarter will narrow to 13%–18%, while supply growth remains limited. The new capacity added by the three major manufacturers mainly comes from process upgrades, with limited increase in wafer production.