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长电科技-NAND 业务支撑营收增长;SanDisk 半导体收购进入最终付款阶段;中性评级
2025-10-09 02:00
7 October 2025 | 10:16PM HKT Equity Research JCET (600584.SS): NAND supports revenues growth; SanDisk Semis acquisition at final payment; Neutral Expanding in OSAT for storage: In Sep 2025, JCET paid the last installment of US$27.4m for the acquisition of 80% of SanDisk Semiconductor Shanghai (SSDS)'s equity. SSDS specializes in the packaging and testing of NAND flash memory modules, SD and MicroSD storage, etc, covering diversified end markets, such as mobile communications, industrial, IoT, automobiles, e ...