Core Insights - Counterpoint Research is hosting a series of webinars in January 2026 focusing on memory price trends, humanoid robots, and the automotive market dynamics, aimed at helping businesses anticipate industry changes and seize emerging opportunities [4][18]. Group 1: Memory Price Trends - The global memory market has experienced unprecedented fluctuations, with a projected price increase of 40%-50% by Q4 2025, driven by a significant shift in supply and demand dynamics due to strong demand for high-end memory from AI data centers and high-performance computing [10]. - Traditional memory types like LPDDR4 and DDR4 are facing supply shortages, leading to price inversion in the market [10]. - The webinar will explore supply-demand dynamics, pricing drivers, and their impact on OEMs and the broader technology ecosystem [10]. Group 2: Humanoid Robots - The humanoid robot market is expected to see significant growth, with a projected compound annual growth rate (CAGR) of 69.7% from 2025 to 2030, driven by expanded application scenarios, enhanced AI capabilities, and reduced hardware costs [13]. - The upcoming webinar will delve into the core technologies and definitions of humanoid robots, future application scenarios, market potential, and supply chain opportunities [17]. Group 3: Automotive Market Insights - The Chinese automotive market is undergoing a critical transformation driven by both policy and technology, with opportunities and challenges expected in 2026 [18]. - The webinar will feature insights from industry experts on market structure and sales trends, providing a unique macro perspective on the automotive landscape [16].

Group 1: Market Trends and Pricing - The demand for CSP in high-performance TLC eSSD and QLC eSSD is expected to rise due to AI applications, while HDD supply remains tight, supporting a continued increase in NAND Flash prices in Q4 [2][3] - Major manufacturers are maintaining a cautious capacity expansion strategy, which may limit the contribution to bit output growth in 2026 due to the lag in capacity construction cycles [2] Group 2: Supply Chain and Partnerships - The company has established long-term direct cooperation with major global storage wafer manufacturers, providing a competitive edge in the supply chain [3] - Supplier information is disclosed in public documents such as the prospectus [3] Group 3: Technology and Product Development - The company's self-developed controller chip technology offers significant performance and power consumption advantages, utilizing advanced foundry processes and proprietary firmware algorithms [3] - The company has launched several cutting-edge high-performance storage products, including MRDIMM and CXL2.0 memory expansion modules, and is focused on market demand for future product development [3] Group 4: Clientele and Market Engagement - The company actively participates in technology and new product bidding for major clients, with enterprise storage products integrated into the supply chains of leading internet companies, including telecom operators and server manufacturers [3] Group 5: Disclosure Compliance - The activity does not involve any undisclosed significant information [3]

Group 1: Market Trends and Predictions - The storage market is expected to see a comprehensive price increase in Q4 due to the surge in server shipment demand and supply strategies from storage wafer manufacturers [2][3] - The NAND flash market is predicted to expand continuously, driven by increased inventory demand in the server market and new mobile phone launches [2] Group 2: Business Growth and Competitive Position - The company ranks third in total capacity for enterprise-grade SATA SSDs in China and first among domestic brands, according to IDC data [3] - The company is actively expanding its high-performance storage products for data center applications, including new memory types like CXL2.0 and MRDIMM [3] Group 3: Technology and Product Development - The company has achieved over 80 million units of its self-developed main control chips deployed by the end of July, with rapid growth in deployment scale [5] - The UFS4.1 products equipped with the company's self-developed main control chips demonstrate superior performance, with sequential read/write speeds of 4350MB/s and 4200MB/s, and random read/write performance of 630K IOPS and 750K IOPS [4][5] Group 4: TCM Model and Future Prospects - The company has established a TCM (Technology Cooperation Manufacturing) model in collaboration with SanDisk, which is accelerating the introduction of UFS products into multiple Tier 1 customer supply chains [4] - The TCM business model is expected to achieve breakthroughs in cooperation with more manufacturers and Tier 1 customers [4]