On August 28, Changxin Technology (688825.SH) stated in its semi-annual report for 2026 that the global supply shortage of DRAM products is expected to continue in the second half of 2026. The company will maintain its focus on external factors such as macroeconomic fluctuations and geopolitical situations, directly facing multiple challenges while seizing development opportunities. It aims to anchor its annual performance growth targets, expand new application scenarios, implement key projects, and deepen the integration of industry, academia, and research. The company strives to achieve greater breakthroughs in operational efficiency, product iteration and upgrades, long-term development planning, and open collaborative innovation, further strengthening its core competitiveness and expanding its market influence.
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Changxin Technology: Global DRAM Supply Shortage to Persist in Second Half of 2026
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Changxin Technology: Net Profit of 77.605 Billion Yuan in First Half of Year, Turning Losses into Profits Year-on-Year
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SK Hynix CEO: Storage Shortage to Last Until End of 2030, HBM Demand Will Not Plummet Even in Downturn
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SK Hynix CEO: Storage Shortage to Last Until End of 2030, HBM Demand Will Not Plummet Even in Downturns
On August 28, SK Hynix CEO Lee Seok-hee stated at a press conference, "We expect the current market situation to continue until the end of 2030. Currently, we do not see any clear signals indicating that the market is entering a downturn." Lee also pointed out that even if the storage market experiences a downturn in the future, the likelihood of a drastic decline similar to past downturns is very low: "In previous downturn cycles, the storage business was essentially 100% a commodity, and manufacturers primarily engaged in homogeneous competition by expanding capacity. However, for HBM, customers and semiconductor manufacturers participate together in chip development, and both parties must work closely to maximize performance, making market demand easier to predict." -
Changxin Technology: Global DRAM Supply Shortage to Persist in Second Half of 2026
On August 28, Changxin Technology (688825.SH) stated in its semi-annual report for 2026 that the global supply shortage of DRAM products is expected to continue into the second half of 2026. The company will continue to monitor external factors such as macroeconomic fluctuations and geopolitical situations, facing multiple challenges while seizing development opportunities. It aims to focus on achieving annual performance growth targets, expanding new application scenarios, implementing key projects, and deepening integration of industry, academia, and research. The company strives for greater breakthroughs in operational efficiency, product iteration and upgrades, long-term development planning, and open collaborative innovation, further strengthening its core competitiveness and expanding market influence. -
Iran's Foreign Ministry Condemns New U.S. Economic Threats, Calls on All Nations Not to Comply
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