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QUICK FactSet shows CXMT's Q2 2026 EBIT margin at 82%, versus SK Hynix 76% and Samsung Electronics' semiconductor unit 70%, the highest among memory-chip makers. CXMT's revenue rose about tenfold YoY in the quarter, the fastest growth among six peers

2026-09-11

QUICK FactSet shows CXMT's Q2 2026 EBIT margin at 82%, versus SK Hynix 76% and Samsung Electronics' semiconductor unit 70%, the highest among memory-chip makers. CXMT's revenue rose about tenfold YoY in the quarter, the fastest growth among six peers (CXMT, Samsung, SK Hynix, Micron, Kioxia, SanDisk). Some analysts attribute the margin gain to supply shifts: Samsung, SK Hynix and Micron reallocating capacity to HBM for AI servers has tightened mainstream DRAM supply, driving DDR5 prices sharply higher and benefiting CXMT.

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2026-09-11

IEA Monthly Report: Due to the ongoing attacks in Ukraine, the IEA has lowered its 2026 oil production forecast for Russia by 125,000 barrels per day to 8.7 million barrels per day, and its 2027 forecast by 235,000 barrels per day to 8.6 million barr

IEA Monthly Report: Due to the ongoing attacks in Ukraine, the IEA has lowered its 2026 oil production forecast for Russia by 125,000 barrels per day to 8.7 million barrels per day, and its 2027 forecast by 235,000 barrels per day to 8.6 million barrels per day.
2026-09-11

China's Shanghai Composite Index opened down 23.48 points (-0.60%) at 3,910.92 on Friday, Sept 11; Shenzhen Composite opened down 134.04 points (-0.98%) at 13,483.63; CSI 300 Index opened down 34.09 points (-0.75%) at 4,514.30; ChiNext Index opened d

China's Shanghai Composite Index opened down 23.48 points (-0.60%) at 3,910.92 on Friday, Sept 11; Shenzhen Composite opened down 134.04 points (-0.98%) at 13,483.63; CSI 300 Index opened down 34.09 points (-0.75%) at 4,514.30; ChiNext Index opened down 28.41 points (-0.85%) at 3,310.01; STAR 50 Index opened down 20.52 points (-1.31%) at 1,548.70.
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