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#固态硬盘 ✕
B
[Hongda Electronics: Single-layer ceramic chip capacitors, ceramic film circuits, special-shaped ceramic structural parts and other products have become qualified suppliers for many head optical module manufacturers] On September 2, Hongda Electronics (300726.SZ) released an investor relations activity record announcement. In the first half of 2026, the company's tantalum capacitors were qualified suppliers for many domestic head server and solid-state hard drive manufacturers; single-layer ceramic chip capacitors, ceramic film circuits, special-shaped ceramic structural parts and other products became qualified suppliers for many head optical module manufacturers. In the first half of the year, civilian ceramic film circuits and single-layer ceramic capacitors achieved operating income of 151 million yuan, a year-on-year increase of 240.79%. Revenue from multi-layer ceramic capacitors accounted for 6.15% of the company's total operating income.
#solid state drive
#server
#chip
#container
#Institutional research trends
09-02 22:19
B
[Agency: Revenue of the top five Enterprise SSD brands doubled to nearly US$37.59 billion in Q2] "Science and Technology Innovation Board Daily" reported on the 1st that according to TrendForce's latest memory industry research, NAND Flash original manufacturers have fully expanded their supply of high-margin Enterprise SSD (enterprise-grade solid-state drive) products in order to maximize profits and optimize product portfolios. With shipments and contract prices rising simultaneously, the total revenue of the world's top five Enterprise SSD brands in the second quarter of 2026 has reached nearly US$37.59 billion, with a quarterly increase of 103.6%.
#solid state drive
09-01 14:21
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