The price of SSD hard drives rose. From October to December 2023, the wholesale price of TLC 256GB (bulk transaction price) of the SSD indicator product was around $25.5 per unit, and the price of 512GB was 48.5 US dollars per unit, all up 9% month-on-month, and all rose for the first time in nine quarters (from July to September 2021).

Currently, as the excess memory chip situation recedes, various manufacturers are strongly demanding an increase in NAND Flash and SSD prices in recent price negotiations, and SSD manufacturers plan to continue to demand price increases from January to March 2024. Compared to mechanical hard drives (HDDs), solid state drives (SSD) have advantages such as fast read/write speed, low latency, and good shock resistance. The share of shipments in the global hard drive market is constantly increasing, and surpassed HDD shipments for the first time in 2020. Huafu Securities believes that the increase in AI computing power has led to an increase in demand for AI servers. CPU, GPU, DRAM, HBM, and SSD are core devices that determine computing power and bandwidth. The AI server industry still has great market potential in the future, and related companies in the related industry chain are expected to benefit from it.

According to the Finance Federation's theme library, among the relevant listed companies:

Shenzhen Technology is the world's leading manufacturer of hard disk heads, motherboards and aluminum substrates. It is also the core supplier of the world's top three hard drive manufacturers. It focuses on providing customers with manufacturing services and comprehensive solutions for storage products such as hard disk HSA, aluminum substrates, enterprise SSDs, and server PCBAs.

Jiang Bolong's eSD and RDIMM products have been certified by important customers including Lenovo, JD Cloud, and BiliBili, and have obtained official orders from some customers to achieve mass production and shipment.