FAQ

CXMT Q3 2026 Earnings: Common Questions

FAQ on CXMT's Q3 2026 earnings call: revenue and net profit, DDR/LPDDR revenue mix, 6th-gen 4F2 process progress, Q4 gross-margin outlook and long-term supply deals.

One-sentence summary

This FAQ answers common questions from CXMT's Q3 2026 earnings call: revenue about RMB 118.714B, attributable net profit about RMB 54.435B turning profitable, 6th-gen 4F2 engineering samples verified, and a stable Q4 gross margin.

What were CXMT's Q3 2026 revenue and profit? ​

Per the October 30 evening call, Q3 revenue was about RMB 118.714B (+613.18% YoY), and attributable net profit about RMB 54.435B, up about 3.01% QoQ and turning profitable.

How did DDR and LPDDR split? ​

In H1, DDR revenue was RMB 69.472B (46.22%) and LPDDR RMB 78.191B (52.02%), with LPDDR over half.

How far has the 6th-gen process platform progressed? ​

CXMT unveiled that its 6th-gen platform is based on 4F2 vertical-channel DRAM and has completed engineering-sample verification; client verification allows mass production.

What is the Q4 margin and demand outlook? ​

CXMT expects Q4 gross margin to stay stable, and has negotiated long-term supply agreements with multiple head customers.

Sources ​