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AI驱动存储价格飙升,长鑫存储第三季度扭亏盈利81.7亿美元

CXMT Swings to $8.17 Billion Q3 Profit on AI-Driven Memory Price Surge


北京10月30日消息,中国长鑫存储公布了截至9月30日的第三季度业绩。公司归母净利润达544亿元(81.7亿美元),实现扭亏为盈;营收达1187.1亿元(167亿美元),同比大幅增长613.2%,环比增长19.3%。公司表示,业绩增长主要得益于人工智能相关需求激增推动存储芯片价格上涨,以及竞争对手将产能优先转向高带宽内存。财报还提及,公司7月在上海上市,IPO募资达580亿元,并计划小规模生产HBM3E。周五,公司股价收跌2.5%,较8月高点已下跌32%。



On October 30 in Beijing, China's CXMT reported third-quarter results for the three months ended September 30. Net profit attributable to shareholders was 54.4 billion yuan ($8.17 billion), swinging to profitability. Revenue reached 118.71 billion yuan ($16.7 billion), up 613.2% year-on-year and 19.3% quarter-on-quarter. The company attributed performance to surging AI-driven demand lifting memory chip prices and rivals prioritizing high-bandwidth memory. The report noted CXMT's July Shanghai debut, 58 billion yuan IPO, and plans for limited HBM3E production. Shares closed down 2.5% on Friday, down 32% from an August peak.


—— Reuters 2026-10-30 UTC
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