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In response to prudent expectations for the full year of 2026, Yuan Yuan, vice president and board secretary of Changxin Technology, said that the increase in performance since the second half of 2025 has indeed benefited from the explosion in AI-driven DRAM demand and tight supply and demand in the industry, but the DRAM industry is highly cyclical, prices fluctuate greatly, and AI development is uncertain about DRAM market demand. The company will continue to improve its cyclical resilience through technology iteration, capacity optimization, and cost control, but investors are reminded that they still need to pay attention to the risk of industry fluctuations.

Zhitongcaijing·07/15/2026 08:17:33
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In response to prudent expectations for the full year of 2026, Yuan Yuan, vice president and board secretary of Changxin Technology, said that the increase in performance since the second half of 2025 has indeed benefited from the explosion in AI-driven DRAM demand and tight supply and demand in the industry, but the DRAM industry is highly cyclical, prices fluctuate greatly, and AI development is uncertain about DRAM market demand. The company will continue to improve its cyclical resilience through technology iteration, capacity optimization, and cost control, but investors are reminded that they still need to pay attention to the risk of industry fluctuations.