DigiTimes· DIGITIMES·· 3 小时前
中国存储模组厂前九月净利最高增逾300倍，3Q26动能减弱
China's memory module bellwethers post record profits as 3Q26 momentum fades
事实摘要
DigiTimes 报道，中国上市存储模组厂 2026 年前九个月净利润同比增幅最高超过 300 倍，被视为全球存储上行周期传导至中国存储供应链的早期信号。报道同时称，3Q26 的增长动能正在减弱。
原文与核验
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正文 · 原文摘要
China's listed memory module makers, whose results offer an early read on how the global memory upcycle is reaching the country's storage supply chain, reported net profit gains of more than 300-fold at the top end for the first nine months of 2026. Yet several of the largest players also posted sharp sequential profit declines in the third quarter, suggesting the windfall from low-cost inventory meeting surging contract prices is narrowing.
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来源：DigiTimes · digitimes.com