Abstract:
On October 16, Changxin Technology released its performance forecast for the first three quarters of 2026. The company is expected to achieve total operating income of 265 billion yuan to 270 billion yuan, a year-on-year increase of 725.96% to 741.54%; the net profit attributable to the parent company is expected to be 131 billion yuan to 132.5 billion yuan, turning a year-on-year loss into a profit. The same period last year had a net loss of 5.28 billion yuan.
Regarding the substantial growth in performance, the company said that since the second half of 2025, the demand for AI computing power has grown rapidly, and the global DRAM industry has greatly improved its prosperity. Product supply exceeds demand and prices have risen sharply. At the same time, the company has steadily promoted production capacity construction, product research and development, and process technology improvements. Unit wafer output and capacity utilization have continued to increase, and scale effects have gradually emerged. In addition, the company optimizes operations and management, expands markets and deepens industry chain collaboration to promote rapid expansion of business scale.
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