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Changxin Technology: AI development introduces uncertainty in DRAM market demand; investors need to watch for industry volatility risks

2026-07-15 15:44:22

Golden Finance reported that on July 15, in terms of its cautious expectations for full-year 2026 performance, Yuan Yuan, Vice President and Board Secretary of Changxin Technology, said that the company’s performance growth since the second half of 2025 has indeed benefited from an AI-driven surge in DRAM demand and tight industry supply and demand. However, the DRAM industry is highly cyclical, with significant price fluctuations, and AI development also introduces uncertainty regarding DRAM market demand. The company will continue to enhance its resilience to the cycle through technological iteration, capacity optimization, and cost control, but it reminds investors to still watch for risks arising from industry volatility. (Securities Times)

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