The Quad-Level Cell (QLC) NAND flash memory market is poised for strong growth following major global tech corporations’ increasing demand for AI servers. Extensive application of high-capacity SSDs in AI servers suggests QLC NAND to parallel the exponential growth of High Bandwith Memory (HBM) in recent years.

据天眼查APP，6月16日，*ST合泰（002217）控股的江西合力泰科技有限公司新增2条被执行人信息，合计执行标的106.38万元。

6月18日，据台媒消息，鸿海获得英伟达GB200关键零部件NVLinkswitch独家大单，订单量是服务器机柜量七倍，不仅是全新订单，毛利率也远高于服务器组装。此前鸿海已取得大份额英伟达GB200AI服务器代工订单。