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Chronicles

The story behind the story

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Chinese memory chipmaker CXMT reports H1 revenue of ~$22.4B, more than double its 2025 sales, and ~$11.5B in profit, compared to a loss a year earlier

CXMT Corp.'s first-half revenue leapt almost 10-fold while profit surged, reflecting a rush for AI hardware that's made the memory chipmaker China's most valuable business.

Bloomberg

Discussion

  • @zephyr_z9 @zephyr_z9 on x
    Revenue will grow by 60%-90% in H2 2026
  • @jukan05 Jukan on x
    >> CXMT 1H Revenue +873.6% YoY, Net Profit of RMB 77.6bn, Swinging to Profit|Earnings • CXMT reported 1H26 revenue of RMB 150.31bn, up 873% YoY. • Net profit reached RMB 77.61bn, swinging from a RMB 2.33bn net loss in 1H25. (1Q net profit: RMB 33.01bn) • 1H net profit