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Changxin Technology Says AI Development Creates Uncertainty in DRAM Market Demand
Svmuu News: Yuan Yuan, Vice President and Board Secretary of Changxin Technology, stated that the company’s earnings growth since the second half of 2025 has been driven by AI-driven growth in DRAM demand and tight supply-demand conditions in the industry. However, the DRAM industry is highly cyclical, with significant price volatility, and there remains uncertainty regarding the impact of AI development on DRAM market demand. The company will continue to enhance its resilience to market cycles through technological innovation, production capacity optimization, and cost control, and reminds investors to be mindful of the risks associated with industry volatility.
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