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中文(ZH) 香农芯创:预计2026年海普存储的收入会有显著增长

Shannon Xinchuang anticipates significant revenue growth for Haipu Storage by 2026

Shannon Xinchuang, a partner of SK Hynix, is experiencing strong demand for its enterprise SSDs, having completed validation and achieved significant sales with major domestic computing power equipment manufacturers. The company anticipates substantial revenue growth for its self-developed brand, Haipu Storage, by 2026, driven by the current high demand and supply shortage in the memory chip market. Shannon Xinchuang plans to continue its "distribution + product" strategy, focusing resources on Haipu Storage. AI

IMPACT Anticipated growth in enterprise SSDs and storage products could support increased AI infrastructure build-out.

RANK_REASON The article discusses a company's strategic focus and projected revenue growth for its product brand, driven by market conditions and partnerships, indicating a significant business development. [lever_c_demoted from significant: ic=1 ai=0.7]

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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Shannon Core Innovation: Hypro Storage's revenue is expected to grow significantly in 2026

    36氪获悉,香农芯创在业绩说明会上表示,公司与SK海力士是长期合作伙伴,代理权稳定。公司企业级SSD进展顺利,目前已经和国内主流算力设备厂商完成验证对接并取得了规模销售。据市场观点,存储芯片供需缺口在短期内难以缓解,预计存储芯片市场Q2会继续维持比较高的景气度。海普存储是公司自研产品品牌,是公司的重点发展方向,公司将持续深化“分销+产品”一体两翼的经营战略,把战略资源逐步向海普存储部署。目前存储行业处于景气度很高的时期,整体上供不应求,受益于行业景气度,预计2026年海普存储的收入会有显著增长。