There are rumors that AI demand from major manufacturers has declined, and market concerns about the scale and growth rate of AI spending in technology have intensified. In response, a number of computing power industry chains responded that there is currently no sign of a reduction, and there are enough orders in hand for related businesses: Co-creation data indicates that there are currently no signs of a reduction. The capital expenditure of leading domestic Internet vendors is expected to remain on a high scale next year. Investments in computing power infrastructure are expected to maintain a high level of prosperity. Looking at the optical module business, the company is collaborating with server and GPU industry chain partners to promote joint research and development of supernode servers, and the project is progressing smoothly. Xingyun Technology said that the cumulative amount of computing power and storage-related orders disclosed in the company's announcements this year has reached about 20.641 billion yuan. Leading customers such as V customers, VB customers, and VC customers negotiated an increase in rental prices during the project promotion process based on recognition of the company's delivery capabilities. Among them, V customers and VB customers have already completed a second contract amount increase. Zhaoyi Innovation said that thanks to the rapid development of AI driven by the high demand for memory chips and related spillover effects, the storage industry boom continues. Major players in the industry are shrinking/shifting production capacity, and the overall supply of niche storage will remain tight. In NOR Flash products, it is expected that the price of high-capacity products will continue to rise moderately over a period of time, while the prices of small to medium capacity products will remain stable. For SLC NAND Flash products, it is expected that the supply shortage pattern will continue for a long period of time due to the long production capacity release cycle. Ricoda said that at present, 400G/800G AEC products have been gradually delivered in batches, and production capacity continues to rise. 1.6T products have also been sent to North American customers. At the same time, high-speed internal products such as PCIe MCIO and DA-CEM have begun to be delivered in small batches, and 448G channel products are being conquered and technical reserves are being made. Thailand's Ruichuang Company is also progressing steadily according to the plan. The company's revenue growth in the third quarter of 2026 already reflects the gradual implementation of contributions from this type of new business.

There are rumors that AI demand from major manufacturers has declined, and market concerns about the scale and growth rate of AI spending in technology have intensified. In response, a number of computing power industry chains responded that there is currently no sign of a reduction, and there are enough orders in hand for related businesses: Co-creation data indicates that there are currently no signs of a reduction. The capital expenditure of leading domestic Internet vendors is expected to remain on a high scale next year. Investments in computing power infrastructure are expected to maintain a high level of prosperity. Looking at the optical module business, the company is collaborating with server and GPU industry chain partners to promote joint research and development of supernode servers, and the project is progressing smoothly. Xingyun Technology said that the cumulative amount of computing power and storage-related orders disclosed in the company's announcements this year has reached about 20.641 billion yuan. Leading customers such as V customers, VB customers, and VC customers negotiated an increase in rental prices during the project promotion process based on recognition of the company's delivery capabilities. Among them, V customers and VB customers have already completed a second contract amount increase. Zhaoyi Innovation said that thanks to the rapid development of AI driven by the high demand for memory chips and related spillover effects, the storage industry boom continues. Major players in the industry are shrinking/shifting production capacity, and the overall supply of niche storage will remain tight. In NOR Flash products, it is expected that the price of high-capacity products will continue to rise moderately over a period of time, while the prices of small to medium capacity products will remain stable. For SLC NAND Flash products, it is expected that the supply shortage pattern will continue for a long period of time due to the long production capacity release cycle. Ricoda said that at present, 400G/800G AEC products have been gradually delivered in batches, and production capacity continues to rise. 1.6T products have also been sent to North American customers. At the same time, high-speed internal products such as PCIe MCIO and DA-CEM have begun to be delivered in small batches, and 448G channel products are being conquered and technical reserves are being made. Thailand's Ruichuang Company is also progressing steadily according to the plan. The company's revenue growth in the third quarter of 2026 already reflects the gradual implementation of contributions from this type of new business.