金色财经
金色财经|Jul 02, 2026 10:15
[Beijing Junzheng: Significant Growth in AI Servers and Optical Module-Related Fields This Year] Golden Finance reported on July 2 that during a specific investor survey, Beijing Junzheng stated that NOR Flash currently accounts for over 30% of storage. There have been price increases in both the first and second quarters of this year, though the price hike is smaller compared to DRAM. While production capacity is also tightening, overall, the capacity situation is much better, so the price increases have been relatively moderate. The first quarter also achieved strong revenue growth, primarily driven by volume growth. Since the beginning of this year, we have seen significant growth in AI servers and optical module-related fields.
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