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08/052024The domestic production rate is 100%, and the last of the three pillars of AI has been taken by China. The United States has lost miserably in this waveWhen the price of Nvidia H800 plummeted from 300000 to 60000 and its market share halved to 47%, people were shocked to realize that a revolution that would change the global AI industry landscape had quietly occurred.
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08/052024Storage industry observation: SanDisk is the first to raise prices by over 10%, and the penetration rate of AI phones may reach 30%Since the fourth quarter of 2024, the global storage industry has reached a critical turning point. Under the proactive intervention of original factories such as Samsung and Micron to reduce production, the industry's inventory has accelerated and the supply-demand pattern has significantly optimized. At the same time, AI edge devices driven by open-source models such as DeepSeek are accelerating their penetration, driving upgrades in storage chip performance and capacity requirements. Under the combination of multiple factors, the storage market is showing a structural recovery trend.
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08/052024Starting from 369 yuan, the Armor Hero EXCERIA PLUS G2 series portable hard drive is launched: compact aluminum shellThe Armor Hero EXCERIA PLUS G2 series mobile solid-state drive is now available for sale, with an initial price of 369 yuan.
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08/052024Bodi launches EV330 M.2 2230 SSD portable hard drive case: only 52g with 10Gbps USB-C interfacePatriot recently launched a new EV330 M.2 2230 SSD portable hard drive case, which has attracted widespread attention for its lightweight, portable, and high-performance design.
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08/052024Rainbow releases solid-state USB drive for the first time: 1GB file transfer in 1 second, 1TB for only 439 yuanKuai Technology reported on December 31st that in recent years, Colorful's product portfolio has continued to expand, especially in the fields of gaming laptops and storage, where it has gained a lot. Now, it has released its first high-speed solid-state USB drive, model "SC600K PRO".
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03/272025Shengke Communication-U's intraday amplitude exceeds 4%, and the prosperity of the semiconductor industry is receiving attentionOn March 25th, the stock price of Shengke Communication-U (688702) fluctuated significantly during the trading session, with the highest price reaching 66.58 yuan and the lowest price reaching 63.97 yuan, with a fluctuation of 4.04%.