Changxin Technology cites AI-driven DRAM demand for earnings growth since H2 2025

Chairman Zhu Yiming said 2023-2025 revenue growth was also driven by capacity expansion, process-platform upgrades and strong DRAM sales growth as demand continued to outstrip supply.

Summary

Changxin Technology said earnings growth since the second half of 2025 has been supported by AI-driven demand for DRAM and tighter supply-demand conditions across the sector. At a July 15 online investor exchange for its STAR Market listing, Chairman Zhu Yiming added that rapid revenue growth in 2023-2025 was mainly driven by output and sales gains from ongoing capacity expansion and ramp-up. He said process-platform iterations increased wafer output, while major DRAM product sales recorded an 83.98% compound annual growth rate in 2023-2025 amid overall demand outstripping supply. Vice President and board secretary Yuan Yuan had also warned that memory prices remain volatile and the durability of AI-related demand is uncertain, with the company planning technology upgrades, capacity optimization and cost controls to navigate the cycle.

Terms & Concepts
  • DRAM: Dynamic random-access memory, a widely used computer memory chip.
  • wafer output: The volume of semiconductor wafers produced, a key measure of chip manufacturing capacity.
  • capacity optimization: Adjusting production scale and mix to match demand more efficiently.