Jiang Bolong: Storage market prices will see a comprehensive increase in the fourth quarter, and the scale of deployment of self-developed control chips will achieve significant growth for the whole year.

date
23/09/2025
In the investor relations activity record, Jiang Bolong stated that according to the CFM flash market forecast, with the continuous expansion of AI server shipments, the NAND market demand for server inventory will increase in the second half of the year, and storage market prices will see a comprehensive increase in the fourth quarter. The company's enterprise-level PCIe SSD and RDIMM products have begun to be imported in bulk by leading domestic enterprises. As of the end of July, the company's full range of control chip products has achieved a cumulative deployment of over 80 million units, and the deployment scale is still growing rapidly. UFS4.1 products equipped with self-developed control chips are currently in the import verification stage of multiple Tier1 manufacturers, and looking at the whole year, the deployment scale of self-developed control chips will achieve substantial growth.