Beijing Ingenic: Since the beginning of this year, growth has been relatively significant in areas related to AI servers and optical modules.

Jinse Finance reported that on July 2, Beijing Junzheng said in a survey of specific parties that NOR Flash currently makes up more than 30% of its storage. This year’s prices rose in both the first and second quarters; the increase was somewhat smaller than that of DRAM. Although production capacity is also becoming tighter, overall capacity is relatively much better, so the product price increase has been relatively moderate. In the first quarter, it also achieved strong revenue growth, mainly driven by volume growth. Since the beginning of this year, growth has been especially evident in areas related to AI servers and optical modules.
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