China's memory module makers post record profits as 3Q26 momentum fades

China's listed memory module makers reported net profit gains of more than 300-fold at the top end for the first nine months of 2026. Momentum began to fade in the third quarter.

• Top-end net profit gains exceeded 300-fold for the nine-month period
• Results reflect the peak of the global memory upcycle
• Growth momentum started to fade in 3Q26