Storage price increases have turned into a positive factor, and Aixin YuanZhi is ramping up inventory to secure advanced process capacity.

On August 12, Jiemian News learned from the conference call on the semi-annual report of Aixin Yuan Zhi that the price increase of memory has surprisingly turned into a positive factor. The company management pointed out: Due to the increased proportion of memory in the BOM cost of end products, there is upward pressure on the prices of terminal products, which drives customers to accelerate the upgrade of main control chips. Therefore, the price increase of memory has instead facilitated a rapid increase in the proportion of high-end products downstream. To address the tight industry capacity, Aixin Yuan Zhi's inventory increased from over 300 million yuan to over 700 million yuan in the first half of the year. The company responded that it is proactively securing advanced process capacity, with decisions based on clear order visibility from downstream customers.