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#KSTR #DISK — CXMT Reports Explosive H1 Growth as AI Drives DRAM Demand | ThinkSabio
Aug 28, 2026 · ThinkSabio Inc
China's CXMT, a major DRAM manufacturer, reported exceptionally strong first-half results as AI and data-center demand continue to support the global memory market.
🔹 Key Highlights
💰 H1 revenue reached approximately $22.37B, up 873.6% YoY.
📈 Adjusted net profit reached approximately $11.73B, compared with a $356M loss a year earlier.
🎯 Profit was approximately 36% above the high end of guidance.
💵 Q1 net profit was approximately $4.91B.
💰 Operating cash flow reached approximately $19.52B.
🏭 Total assets increased 39% to approximately $69.66B.
📊 Shareholder equity reached approximately $20.05B.
🤖 Strong global computing-power demand and supply constraints have supported DRAM pricing.
💡 Why It Matters
CXMT's results highlight the strength of the AI-driven memory cycle and increasing demand for DRAM from data centers and high-performance computing. The developments could have broader implications for memory companies including #MU, #SNDK and #WDC.
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