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

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.