金色财经|Sep 11, 2026 07:36
[ChangXin Memory's EBIT Margin Reaches 82% in Q2, Surpassing Samsung and SK Hynix]
Reported by Jinse Finance, on September 11, the latest data from the global economic research and analysis platform QUICK FactSet shows that in the second quarter of 2026, ChangXin Memory's earnings before interest and taxes (EBIT) margin reached 82%, surpassing SK Hynix (76%) and Samsung Electronics' semiconductor division (70%), becoming the most profitable memory chip manufacturer globally during the period.
In the same quarter, ChangXin Memory's revenue grew approximately tenfold compared to the previous year, achieving the highest growth rate among six companies: ChangXin Memory, Samsung, SK Hynix, Micron, Kioxia, and SanDisk. Analysts believe that the rise in ChangXin Memory's profit margin is closely related to changes in supply and demand in the memory chip market during this cycle.
As Samsung, SK Hynix, and Micron allocate more resources to high-bandwidth memory for AI servers, the supply of standard DRAM has tightened, leading to a significant increase in DDR5 prices, which has benefited ChangXin Memory. (Jin10)
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