盛美上海:存储客户占比略高于逻辑客户,整体差异不大
ACMSHACMSH(SH:688082) Ge Long Hui·2026-01-29 07:55

Core Viewpoint - The company, Shengmei Shanghai (688082.SH), has indicated that its storage customers slightly outnumber logic customers, with strong growth observed in logic customer segments [1] Group 1: Customer Segmentation - The overall proportion of storage customers is slightly higher than that of logic customers, with minimal differences between the two segments [1] - Some customers have procurement shares exceeding 50% for the company's products, indicating strong customer loyalty and reliance [1] Group 2: Future Outlook - By 2026, the company aims to achieve full coverage of cleaning equipment types and processes, actively expanding its market presence in mature processes while also enhancing market share in advanced processes [1]

ACMSH-盛美上海:存储客户占比略高于逻辑客户,整体差异不大 - Reportify