On September 11, the latest data from QUICK FactSet, a globally recognized economic survey and analysis platform, revealed that in the second quarter of 2026, ChangXin Memory Technologies achieved an outstanding EBIT margin of 82%. This performance surpassed that of SK Hynix, which recorded 76%, and Samsung Electronics’ semiconductor division, which stood at 70%, positioning ChangXin Memory Technologies as the most profitable memory chip manufacturer worldwide. During the same period, ChangXin Memory Technologies’ revenue surged by approximately 10 times year-on-year, leading the growth rate among six major companies: ChangXin Memory Technologies, Samsung, SK Hynix, Micron, Kioxia, and SanDisk.
Analysis suggests that the enhanced profitability of ChangXin Memory Technologies is closely linked to shifts in the supply and demand dynamics of memory chips. As Samsung, SK Hynix, and Micron redirect more resources towards high-bandwidth memory, which is essential for AI servers, the supply of conventional DRAM has become constrained. This has resulted in a notable price increase for DDR5, a development from which ChangXin Memory Technologies has significantly benefited.
