CXMT reports about 82% operating margin as AI reshapes DRAM pricing

CXMT recorded an EBIT operating margin of about 82% in the second quarter of 2026, according to DigiTimes Daily. The report attributes the result to stronger pricing for general-purpose memory as the AI boom changes the allocation of industry resources. Samsung, SK hynix, and Micron have directed more attention and capacity toward HBM, according to the report. That shift has tightened the balance for conventional memory products and created an opening for producers such as CXMT to benefit from higher prices. The margin figure illustrates how supply segmentation between HBM and general-purpose DRAM is affecting profitability across the market. It does not indicate whether the pricing environment will persist, but it reinforces the scale of the current upcycle for memory vendors.