Changxin Technology Cites AI Demand Uncertainty for DRAM Market Since H2 2025

DRAM1.44%
According to Odaily, Changxin Technology's vice president Yuan Yuan stated that the company's performance growth since H2 2025 benefited from AI-driven DRAM demand growth and tight industry supply-demand dynamics. However, the DRAM sector has strong cyclicality with significant price volatility, and AI's future impact on DRAM market demand remains uncertain, the executive warned. The company plans to strengthen resilience through technology iteration, capacity optimization, and cost management.
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