CXMT sees global DRAM supply shortage continuing in H2 2026

The CFO's projection of a continued DRAM shortage into H2 2026 signals that supply constraints are not easing, which could sustain pricing power for memory makers. This affects downstream industries like consumer electronics and data centers that rely on DRAM, potentially facing higher costs. The key is whether this tightness is demand-driven or due to capacity limitations, and if any new supply comes online to change the balance. Watch for Q3 pricing data and capacity expansion announcements from other major players.