金色财经
金色财经|Jun 25, 2026 09:21
[Institution: Changxin may narrow the gap in wafer production capacity with Micron by the end of 2026] According to Golden Finance, on June 25th, analysts from overseas research firm SemiAnalysis stated in a report that Changxin may narrow the gap in wafer production capacity with Micron Technology by the end of 2026. They expect Changxin to produce 350000 wafers per month by the end of the year, only slightly lower than Micron Technology's estimate of 385000 wafers per month. If ranked solely by wafer production capacity, this will make Changxin close to becoming the third largest storage chip supplier in the industry. However, these analysts point out that Changxin still lags significantly behind the two leading DRAM suppliers, Samsung and SK Hynix. At the same time, they expect the annual revenue of this soon to be listed company to exceed $50 billion, an increase of about five times compared to 2025.
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