China's memory chipmakers extend their boom into the third quarter as capacity, policy risks build

Digitimes
Nov 2, 2026, 9:54 pm182 ptsTrendingTop
China's memory chip industry heads into the final quarter of 2026 riding a global supply shortage: its leading DRAM maker booked more than CNY54 billion (US$8.11 billion) in third-quarter profit, and its chip designers are still lifting sales on tight supply. The same third-quarter results also show where risks…

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