Shenzhen Huaqiang

Headlines · 2

1. 3d
   Shenzhen Huaqiang expects 60%-90% net profit growth in first three quarters of 2026

   Shenzhen Huaqiang said it expects net profit attributable to shareholders of 578 million to 686 million yuan for the first three quarters of 2026, up 60%-90% year on year. The company attributed the change mainly to seizing opportunities from rapid AI development and rising memory demand, which lifted revenue in its authorized electronic components distribution business. It said shipments in memory product lines and revenue from long-tail spot procurement both grew sharply year on year.

   36氪快讯 · 🔥 0
2. 4d
   Shenzhen Huaqiang: memory shortage persists as AI compute demand stays strong

   Shenzhen Huaqiang said on an investor interaction platform that the memory market is in a high-prosperity cycle driven by AI compute buildout, as massive new demand from AI infrastructure siphons off advanced capacity, keeping memory chip supply tight and prices rising. The company said first-half price increases were large and are expected to moderate in the second half, but the tight-supply, strong-demand situation has not changed. IT之家, citing an Omdia report, said DRAM and NAND now account for nearly 40% of PC bill-of-materials cost, up from about 15% in normal periods, and projected the PC market will shrink 24% year on year in Q4 2026 and a further 7% in 2027.

   IT之家 AI · 🔥 0

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