Baiwei Storage: Storage product prices are expected to continue to rise in the first and second quarters of 2026.

Baowei Storage announced that its wafer-level advanced packaging and testing manufacturing project in Songshan Lake, Dongguan is progressing smoothly, with a projected monthly capacity of 5,000 pieces by the end of 2026 and 10,000 pieces by the end of 2027. It is expected to start contributing to revenue by the end of 2026. In November 2025, SanDisk issued a price increase letter, raising the contract price of its NAND flash memory by 50%. The market price of products continued to rise in the fourth quarter of 2025. The price increase in storage is a positive development for the industry, from which the company is also benefiting. At the same time, the company continues to deliver high-value products in the emerging AI edge field in bulk, optimizing its product structure and significantly improving its operating income and profit. From the current perspective, storage product prices are expected to continue to rise in the first and second quarters of 2026. In terms of supply, the company is actively stocking up and currently has sufficient inventory.