On the afternoon of August 17, shares of Cxmt Corporation surged more than 11% at one point, reaching a new high of 61.50 yuan per share. As of this report, the stock was up 9.28% at 60.30 yuan per share, giving the company a total market capitalization of 4.04 trillion yuan.
Yuan Shuai, Deputy Secretary-General of the Zhongguancun Internet of Things Industry Alliance, commented that as a leading memory chip company with mass production of DRAM in China, Cxmt Corporation's rising stock price reflects both the global memory super-cycle and the explosive demand for AI computing power. This trend also highlights the capital market's long-term revaluation of domestic semiconductor assets.
According to its performance forecast, Cxmt Corporation expects revenue for the period from January to June 2026 to be between 110 billion and 120 billion yuan, a year-on-year increase of 612.53% to 677.31%. Net profit attributable to parent company shareholders is projected at 50 billion to 57 billion yuan, surging 2244.03% to 2544.19% year-on-year.
Since its inception, Cxmt Corporation has consistently prioritized innovation, advancing core technology breakthroughs to bring its first through fourth-generation process technology platforms into mass production. This has established a product lineup spanning DDR4, LPDDR4X to DDR5, and LPDDR5/5X series. From 2023 to 2025, the company invested a cumulative 20.605 billion yuan in R&D. As of the end of 2025, it held nearly 7,000 domestic and international patents, with R&D personnel accounting for over 30% of its total workforce.
Gao Chengyuan, President of the Tiaoyuan Influence Research Institute, noted that as a chain-leading enterprise in the semiconductor industry, Cxmt Corporation has driven the synergistic development of a local cluster in Hefei, including wafer manufacturing, packaging and testing, semiconductor materials, and precision cleaning. This complete industrial ecosystem has solidified, enhancing the long-term certainty of the industry's growth.
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