B · Normal
[Changxin Technology: Global DRAM product supply is still in short supply in the second half of the year] On September 7, Changxin Technology held a 2026 semi-annual performance briefing on September 7. An investor asked about Changxin Technology's DRAM price situation in the third quarter. Huang Danyang, the company's senior vice president and chief financial officer, believed that looking forward to the second half of 2026, the global supply shortage of DRAM products will continue. According to reports, Changxin Technology will continue to pay attention to external factors such as the macro environment and geopolitical situation, face multiple challenges, and seize development opportunities; at the same time, it will anchor the annual performance growth target, expand new application scenarios, implement key projects, and deeply integrate industry, academia, and research, and strive to achieve greater breakthroughs in operational efficiency improvement, product iterative upgrades, long-term development layout, open collaborative innovation, etc. In response to the asset impairment losses that investors are concerned about, Huang Danyang said that large depreciation will have a certain impact on the company's performance during the depreciation period. However, as production capacity continues to expand, capacity utilization continues to increase, scale effects continue to be released, as well as product structure continues to be upgraded and strict cost control, reasonable capital investment will have a positive impact on the company's performance. In accordance with the provisions of the Accounting Standards for Business Enterprises, the company regularly makes impairment provisions for inventories and long-term assets.
Comments