CXMT公布了上市后的首份财报，AI服务推高内存价格，带动销售额增长。美光近期财报显示营收和数据中心销售额均创下纪录，管理层表示需求正超过供应。美光安排于2026年9月30日召开2026财年第四季度财报电话会议。引述“需求正超过供应，而这一缺口短期内不会缩小。”— 美光管理层来源Micron’s Chinese rival just reported its first earnings as a public company — and sales are boomingMarketWatchMicron Stock Faces Tight Supply as AI Demand AcceleratesBBarchartMicron Technology to Report Fiscal Fourth Quarter Results on September 30, 2026GlobeNewswire
