金色财经
金色财经|7月 15, 2026 08:17
[Changxin Technology: Uncertainty in AI-Driven Demand for DRAM Market, Investors Should Monitor Industry Volatility] According to a report by Jinse Finance on July 15, regarding the cautious outlook for full-year performance in 2026, Changxin Technology's Vice President and Board Secretary Yuan Yuan stated that the performance growth since the second half of 2025 has indeed benefited from the AI-driven surge in DRAM demand and the tight supply-demand dynamics in the industry. However, the DRAM industry is highly cyclical, with significant price fluctuations, and the development of AI introduces uncertainty to the demand for the DRAM market. The company will continue to enhance its resilience to market cycles through technological iteration, capacity optimization, and cost control, but reminds investors to remain attentive to the risks of industry volatility. (Shanghai Securities News)
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