长鑫科技称AI发展对DRAM市场需求存在不确定性

Odaily Planet Daily News: Yuan Yuan, Vice President and Board Secretary of Changxin Technology, stated that the performance growth since the second half of 2025 has benefited from DRAM demand growth driven by AI and tight industry supply-demand dynamics. However, the DRAM industry is highly cyclical with significant price fluctuations, and the development of AI introduces uncertainty to DRAM market demand. The company will continue to enhance its ability to withstand cycles through technological iteration, capacity optimization, and cost control, and reminds investors to be aware of industry volatility risks.