One-sentence summary
This dataset summarizes CXMT Q3 2026: revenue about RMB 118.714B (+613.18% YoY), attributable net profit about RMB 54.435B turning profitable, H1 DDR at 46.22% and LPDDR at 52.02%, and 6th-gen 4F2 DRAM passing engineering-sample verification.
Notes
- Figures in RMB 100M.
- Data from CXMT's Q3 2026 earnings call (evening of October 30).
- YoY vs Q3 2025; QoQ vs Q2 2026.
Core Data
| model | Q3 2026 / H1 | Note |
|---|---|---|
| Q3 revenue | ~RMB 118.714B (+613.18% YoY) | Shortage plus lean manufacturing |
| Q3 attributable net profit | ~RMB 54.435B (turning profit, ~+3.01% QoQ) | Subsidiary equity structure effect |
| H1 DDR revenue | RMB 69.472B (46.22%) | Share rising through Q3 |
| H1 LPDDR revenue | RMB 78.191B (52.02%) | Over half |
| Subsidiaries | Xinqiao/Jidian up >50% QoQ in revenue and profit | Main Q3 driver |
| 6th-gen platform | 4F2 vertical channel, engineering samples verified | Client verification then mass production |
| Q4 outlook | Gross margin expected to stay stable | Long-term deals with head customers |
Field Notes
- 4F2 vertical-channel DRAM: CXMT says its 6th-gen platform is based on this; verified engineering samples mean core specs meet design targets on real wafers.
- Long-term deals: Long-term supply agreements negotiated with multiple head customers.
Sources
- Guancha (QQ News): November 1 hard-tech brief