
中国内存芯片制造商CXMT预计1月至9月净利润为1310亿至132.5亿元人民币(196亿至198亿美元),而去年同期亏损53亿元人民币。
Chinese memory chipmaker CXMT expects a net profit of 131B to 132.5B yuan ($19.6B to $19.8B) for January to September, compared with a 5.3B yuan loss a year earlier.
收入预计将跳升至2650亿至2700亿元人民币,因AI需求导致内存短缺。
Revenue jumped to 265B to 270B yuan as AI demand caused memory shortages. Its chairman also proposed a share buyback of up to 2B yuan.
CXMT预计将在2026年前九个月报告净利润1310亿至132.5亿元人民币(196亿至198亿美元),彭博社周五报道。去年同期,其亏损53亿元人民币。
Chinese memory chipmaker CXMT expects to report a net profit of 131B to 132.5B yuan ($19.6B to $19.8B) for the first nine months of 2026, Bloomberg reported on Friday. A year earlier, it lost 5.3B yuan in the same period.
根据公司向上海证券交易所提交的初步文件,收入将达到2650亿至2700亿元人民币,而去年同期为32.1亿元人民币,增长超过八倍。
Revenue is set to reach 265B to 270B yuan, up from 32.1B yuan last year, according to the company’s preliminary filing with the Shanghai Stock Exchange. That is a rise of more than eightfold.
CXMT表示,自2025年下半年以来,AI计算需求推动了全球DRAM市场,DRAM是用于手机、个人电脑和服务器的内存。据《澎湃新闻》报道,因此芯片供应短缺,价格急剧上涨。
CXMT said demand for AI computing has lifted the global market for DRAM, the memory used in phones, PCs, and servers, since the second half of 2025. As a result, chips are in short supply and prices have risen sharply, according to The Paper.
公司还表示,已增加产能并更好地利用其工厂,从每片硅晶圆中生产出更多芯片。
The company also said it has added capacity and made better use of its factories, getting more chips out of each silicon wafer.
另外,董事长朱亦铭提出,CXMT在12个月内回购10亿至20亿元人民币的股份。股份可用于员工激励计划或注销,《澎湃新闻》报道。
Separately, chairman Zhu Yiming proposed that CXMT buy back 1B to 2B yuan of its own shares over 12 months. The shares could be used for staff incentive plans or cancelled, The Paper reported.
CXMT于7月在上海上市,首日股价上涨466%。周五收盘时,其市值约为3.06万亿元人民币。
CXMT listed in Shanghai in July, when its shares rose 466% on the first day. Its market value stood at about 3.06T yuan when trading closed on Friday.
9月,公司表示其第五代DRAM已进入量产,但这一说法尚未得到外部测试验证。一些西方品牌如Corsair也开始在其内存套件中使用中国制造的DRAM。
In September, the company said its fifth-generation DRAM had entered mass production, a claim that outside testers have not verified. Some Western brands, such as Corsair, have also started using Chinese DRAM in their memory kits.