# 江波龙上半年净利预期涨622倍

- 来源：X.PIN (@thexpin)
- 发布时间：2026-07-06 14:44
- AIHOT 分数：57
- AIHOT 链接：https://aihot.virxact.com/items/cmr8vlrpt00y5sllslx1221tf
- 原文链接：https://x.com/thexpin/status/2074021554711892215

## AI 摘要

所有人都知道AI热潮让内存芯片公司赚得盆满钵满。但围绕中国内存厂商的狂热仍然令人惊讶。江波龙预计2026年上半年净利润为13.6亿–16.2亿美元，同比增长62,204%–74,394%，营收为32.4亿–36.8亿美元。该公司表示，随着其向AI内存产品转型，海外订单激增，并声称与AMD的联合调优将边缘AI设备的DRAM用量降低了40%。竞争对手如D&M和Biwin也预计利润将增长20倍以上。

## 正文

Everyone knows the AI boom is making memory-chip companies rich. But the frenzy around China's memory players is still surprising. Longsys expects a 1H 2026 net profit of $1.36B–$1.62B, up 62,204%–74,394% YoY, on revenue of $3.24B–$3.68B.
The company says overseas orders are surging as it pivots toward AI memory products, and claims joint tuning with AMD cut DRAM usage for edge-AI devices by 40%. Rivals such as D&M and Biwin also expect profits to rise by more than 20x.