CXMT公佈了上市後的首份財報，AI服務推高記憶體價格，帶動銷售額增長。美光近期財報顯示營收和資料中心銷售額均創下紀錄，管理層表示需求正超過供應。美光安排於2026年9月30日召開2026財年第四季度財報電話會議。引述“需求正超過供應，而這一缺口短期內不會縮小。”— 美光管理層來源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
