Core Viewpoint - The stock of Shanghai Fudan (01385) has seen a significant increase, attributed to positive market conditions in the storage sector and anticipated price hikes in NAND flash memory [1] Group 1: Market Trends - Kingston's SSD business manager indicated that NAND flash memory shortages will intensify in the next 30 days, leading to further increases in SSD prices [1] - Everbright Securities reports a favorable demand outlook in the storage and high-reliability sectors, benefiting non-volatile memory products from rising storage prices [1] Group 2: Company Performance - The smart meter business is expected to benefit from the company's competitive advantages and increased shipment volumes, particularly in automotive body control areas [1] - First Shanghai's recent report highlights that the company's 28nm FPGA products, launched six years ago, are set to see revenue contributions from the next-generation 1xnm FinFET FPGA products starting in 2026, with market share expansion anticipated next year [1] Group 3: Financial Projections - The programmable chip (PSoC) products based on 1xnm FinFET technology have extensive applications in high-reliability and industrial control sectors, currently accounting for 25% of FPGA business revenue [1] - For the fiscal year 2025, the company's FPGA business revenue is projected to grow by 38.6% year-on-year, reaching 1.47 billion yuan [1]

Core Viewpoint - The stock of Shanghai Fudan (01385) has seen a significant increase, rising over 8% in the afternoon trading session, driven by positive market sentiment regarding the demand for storage solutions and the anticipated price increases in NAND flash memory [1] Group 1: Market Trends - Kingston's data center SSD business manager indicated that a shortage of NAND flash memory is expected to worsen in the next 30 days, leading to further increases in SSD prices [1] - According to Everbright Securities, the demand in the storage and high-reliability sectors is improving, benefiting non-volatile memory products from the rising storage prices [1] Group 2: Company Developments - The smart meter business of the company is expected to benefit from its competitive advantages and increased shipment volumes, particularly in automotive body control and automotive-grade MCU shipments [1] - First Shanghai's recent report highlighted that the company's 28nm FPGA products have been in the market for six years since their development in 2018, with the next-generation 1xnm FinFET FPGA products expected to start generating revenue in 2026 [1] - The programmable system-on-chip (PSoC) products based on 1xnm FinFET technology are widely used in high-reliability and industrial control fields, currently accounting for 25% of the FPGA business revenue [1] - Looking ahead to the fiscal year 2025, the company's FPGA business revenue is projected to grow by 38.6% year-on-year, reaching 1.47 billion yuan [1]