CXMT: Global DRAM Supply Shortage to Persist in H2
Bubble signal: +1 · Overheating evidenceRelevance 55Chips & ComputeChina
Source: IT Home · Published 2026-08-28
Summary
CXMT stated in its 2026 interim report that the global DRAM supply shortage will persist in H2, with prices continuing to rise. The company turned profitable with a net profit of 77.605 billion yuan in H1. The report attributes the shortage to growing demand from servers, phones, and other end markets, coupled with capacity adjustments by major manufacturers.
Bubble analysis
This news indicates DRAM supply tightness and price increases, which could raise AI hardware costs and potentially inflate AI investment spending, but it does not directly address core bubble arguments like the capex-revenue gap. Thus, it is only indirectly relevant.
#memory#dram#cxmt#supply
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