Tech giants' AI demand slowing? Xiechuang Data, Xingyun Technology and other computing power industry chain companies respond: no signs of reduction, some order prices raised
Xiechuang Data responded that there are currently no signs of reduction, and the capital expenditure of leading domestic internet companies is expected to remain at a relatively high scale next year; Xingyun Technology has disclosed a cumulative total of approximately 20.641 billion yuan in computing power and storage orders this year, and Customer V and Customer VB have completed the second upward adjustment of contract amounts. GigaDevice said the storage industry boom continues, and prices for high-capacity NOR Flash products are expected to rise moderately; Ruike Da's 400G/800G AEC products have gradually entered volume delivery, and 1.6T products have been sampled to North American customers.
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Xiechuang Data stated that there are currently no signs of a downward revision. Capital expenditure by leading domestic internet vendors is expected to remain at a relatively high scale next year. Investment in computing power infrastructure is expected to maintain a relatively high level of prosperity. Regarding the optical module business, the company is working with server and GPU industry chain partners to advance the joint development of super-node servers, and the project is progressing smoothly.
Xingyun Technology stated that the scale of computing power and storage-related orders the company has cumulatively announced and disclosed this year has reached approximately RMB 20.641 billion. Head customers such as Customer V, Customer VB, and Customer VC, based on their recognition of the company's delivery capabilities, negotiated and raised the lease prices during project advancement, among which Customer V and Customer VB have completed the second upward adjustment of contract amounts.
GigaDevice stated that, benefiting from the rapid development of AI driving a surge in demand for memory chips and related spillover effects, the prosperous trend of the memory industry continues. Major industry manufacturers are contracting/transferring capacity (exiting niche markets), and niche memory as a whole will remain in a situation of tight supply. In NOR Flash products, prices for high-capacity products are expected to maintain moderate increases for a period of time, while prices for small- and medium-capacity products remain stable. In SLC NAND Flash products, due to the long capacity release cycle, the supply shortage pattern is expected to continue for a relatively long period of time.
Recodeal stated that, at present, 400G/800G AEC products have achieved gradual batch delivery, capacity continues to ramp up, and 1.6T products have also been sampled to North American customers. Meanwhile, high-speed internal cable products such as PCIe MCIO and DA-CEM have begun small-batch delivery, and the company is conducting research and development and building technical reserves for 448G channel products. The Thailand Ruichuang company is also advancing steadily as planned. The company's revenue growth in the third quarter of 2026 has reflected the gradual realization of contributions from this type of new business.
(Article source: People's Financial News) Middle of the main text Embedded advertisement