Changxin Memory Technologies, or CXMT, said its earnings growth since the second half of 2025 has been supported by rising DRAM demand tied to AI and tight supply-demand conditions across the industry. Still, the company also warned that the DRAM business is highly cyclical and subject to sharp price swings, adding that AI’s future impact on overall DRAM demand remains uncertain.
Yuan Yuan, the company’s vice president and board secretary, said CXMT plans to strengthen its ability to withstand industry cycles through technology upgrades, capacity optimization, and tighter cost controls. The company also reminded investors to pay attention to risks linked to broader industry volatility. The remarks point to a mixed backdrop for memory makers: near-term growth has improved, but visibility on demand remains limited.
Changxin Memory Technologies said earnings growth since the second half of 2025 has benefited from AI-driven growth in DRAM demand and tight supply-demand conditions in the industry.
Yuan Yuan, the company’s vice president and board secretary, said the DRAM industry is highly cyclical, with large price swings, and that the development of AI still brings uncertainty to demand in the DRAM market.
The company said it will keep improving its ability to withstand industry cycles through technology upgrades, capacity optimization, and cost controls, while reminding investors to watch risks tied to industry volatility.
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