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CAMM poised to replace SO-DIMM in high-end notebooks by 2026

Despite the impact of New Taiwan dollar appreciation, connector manufacturer Argosy announced at its earnings call on August 11, 2025, that due to the continued market penetration of DDR5 and ongoing optimization of product shipment mix, revenue for the second quarter of 2025 is expected to grow 33% year-over-year, falling within the previously forecasted range of 30-40%.