Хайп на рост цен на хранение взорвал темную лошадку! Шеннон Чип Чуань впервые за год вышел на прибыль с чистой прибылью, увеличившейся в 87 раз в первом квартале: первый годовой доход собственного бренда

Fast Technology April 8 News, Shannon Core Innovation recently released its 2025 annual performance brief.

The announcement shows that the company expects to achieve a net profit attributable to shareholders of listed companies of about 544 million yuan in 2025, a significant increase of 106.06% compared to 264 million yuan in the same period last year.

On the same day, the company also released the first quarter 2026 earnings forecast. In the first quarter of 2026, Shannon Core Innovation’s net profit attributable to parent is expected to reach 1.14 billion to 1.48 billion yuan, a year-on-year increase of 6714.72% to 8747.18%.

It is worth mentioning that in 2025, Shannon Core Innovation is expected to achieve a total operating income of 35.25B yuan, an increase of 45.24% compared to 24.27B yuan in the same period last year.

In 2025, Shannon Core Innovation’s operating profit is expected to be 856 million yuan, a year-on-year increase of 182.42%. The total profit is about 856 million yuan, a year-on-year increase of 181.77%. The net profit attributable to the parent in a single quarter is more than twice that of the entire year 2025.

Shannon Core Innovation pointed out that this is mainly due to the booming development of generative artificial intelligence, which has driven the growth in demand for enterprise-level storage in internet data centers (IDC).

It is worth mentioning that, Shannon Core Innovation’s self-owned brand “Haipu Storage” has officially entered mass production stage, achieving its first annual profit during this reporting period.

In 2025, Haipu Storage is expected to achieve sales revenue of 1.7 billion yuan, with a single quarter reaching 1.3 billion yuan in the fourth quarter, marking its first annual scale profit and becoming a core growth engine.

In addition, multiple products under the Haipu Storage brand have been launched successively, covering enterprise-level SSDs and enterprise-level DRAM, the two core product lines.

It is worth noting that in the fourth quarter of 2025, storage chips entered a new round of price increase cycle.

Micron, Samsung, and SK Hynix, the three major storage giants, have successively raised contract prices for DRAM and NAND Flash products, with spot prices also continuing to rise.

Aijian Securities recently released a report indicating that the prosperity of storage chips will continue in 2026, and the global semiconductor industry will extend the upward cycle that began in 2024.