Changxin Memory's Q2 EBIT margin reaches 82%, overtaking Samsung and SK Hynix

Odaily News: According to the latest data from QUICK FactSet, a global economic research and analysis platform, in the second quarter of 2026, Changxin Memory's EBIT margin reached 82%, surpassing SK Hynix (76%) and Samsung Electronics' semiconductor business (70%), making it the most profitable memory chip manufacturer globally for that period. During the same period, Changxin Memory's revenue grew approximately 10-fold year-over-year, the fastest growth rate among six companies: Changxin Memory, Samsung, SK Hynix, Micron, Kioxia, and SanDisk.

Some analysts believe that the rise in Changxin Memory's profit margin is closely related to changes in supply and demand in the memory chip sector during this cycle. As Samsung, SK Hynix, and Micron allocate more resources to high-bandwidth memory for AI servers, supply of ordinary DRAM has tightened, DDR5 prices have risen sharply, and Changxin Memory has benefited as a result. (Jinshi)