Longsys forecasts sharp 1H26 profit growth on stronger memory market, AI demand

Longsys’s projected H1 2026 profit surge signals that AI infrastructure demand has transitioned from hype to hard deployment, especially for high-bandwidth memory. Technically, this accelerates adoption of HBM and LPDDR5X, pressuring Chinese OSATs like JCET and SMIC to rapidly qualify TSV and CoWoS-like processes. On the compliance front, any U.S. BIS restriction on advanced packaging tools would inflate Longsys’s domestic substitution costs due to yield ramp risks. Competitively, Samsung and Micron will likely flood the market with HBM3E to undercut Chinese pricing power—but their capex is nearing free cash flow limits. Over the next 18 months, a ‘structural shortage’ will emerge: commodity DRAM prices stagnate while AI-optimized memory commands premium margins, fundamentally reshaping profit pools between IDMs and fabless players.