On July 2, Beijing Junzheng stated during a specific audience survey 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, although the increase is somewhat smaller than that of DRAM. While production capacity is tightening, overall, it is relatively better, leading to a moderate price increase. The first quarter also saw substantial revenue growth, primarily driven by an increase in volume. This year, we have observed significant growth in the fields of AI servers and optical modules.
北京君正：今年AI服務器和光模塊顯著增長