What CXMT's 3Q26 earnings reveal about DRAM shortages, DDR5 momentum, and 2027 growth strategy
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China's leading DRAM manufacturer CXMT expects revenue to continue growing through 2027, supported by tight memory supply, AI server demand and an expanding portfolio of higher-value DDR5 and LPDDR6 products. The company is also negotiating long-term supply agreements with major customers, reflecting efforts to secure demand beyond the current memory market upswing.
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