On July 15, CXMT convened an online investor exchange session in anticipation of its listing on the Science and Technology Innovation Board. Addressing the projected performance for the entire year of 2026, Yuan Yuan, the Vice President and Board Secretary of CXMT, articulated that beginning in the latter half of 2025, the company's growth trajectory will be propelled by a significant uptick in AI-driven DRAM demand, coupled with a tightening of industry supply-demand dynamics.

Nevertheless, it is crucial to acknowledge that the DRAM sector is inherently cyclical, characterized by substantial price volatility. Moreover, the precise influence of AI advancements on DRAM market demand remains shrouded in uncertainty. Should macroeconomic conditions deteriorate, AI demand fall short of projections, or a surge of new production capacities be unleashed simultaneously, the industry could potentially re-enter a phase of decline.

Yuan Yuan emphasized that CXMT is committed to bolstering its resilience against cyclical fluctuations by leveraging technological advancements, refining production capacities, and implementing rigorous cost-control measures. Concurrently, she cautioned investors to remain vigilant regarding the inherent risks associated with industry volatility.