Industrial control memory and embedded storage manufacturer I-Digital （5289） held a performance briefing on the 30th, where Chairman Jian Chuan-sheng pointed out that the current surge in Flash prices is "just the beginning." The main reason is not only that supply remains tight, but also that AI applications are continuously driving overall demand for computing power, memory, and storage at the edge. He emphasized that the transition from Cloud AI to Inference and then to Edge AI is happening faster than the market originally expected, and I-Digital is positioned at the core of this trend.

Jian Chuan-sheng stated that I-Digital has been laying out edge AI for the past decade, focusing on three core areas: computing power platforms needed for edge computing, memory modules, and storage products such as SSDs, along with the crucial software integration capabilities. The company has already partnered with several major manufacturers, extending its product reach from end devices to high-end servers, and is leveraging group resources to advance system integration, aiming to accelerate the actual deployment of AI at the edge. According to the company's assessment, Edge AI will be an important growth direction in the next five to ten years, and I-Digital is expected to play a key role in this.

Regarding operational momentum, Jian Chuan-sheng pointed out that the memory business has recently seen a leap in revenue, and products related to edge AI computing will show even more significant growth this year, including its subsidiary Aetina and I-Digital's own Edge AI systems, servers, and solutions, all of which have the potential for exponential growth throughout the year. He believes that the continuous advancement of new technologies will promote the widespread application of AI, which will not only help accelerate the deployment at the inference end but also expand the demand for memory and storage, positively benefiting the entire industry chain.

On the price trend, which is of utmost concern to the market, Jian Chuan-sheng believes that the DRAM price increase shows no signs of stopping, but the potential upward space for Flash may be more noteworthy. He pointed out that Flash has undergone a deeper correction previously, and although it began to recover since the fourth quarter of last year, it has only gone through two quarters so far, with prices still in the climbing phase and a distance to the peak. In other words, if investment in AI infrastructure continues to expand, subsequent price performance may still exceed market expectations.

As for the supply and demand situation, he candidly stated that the market is not about whether there are orders or not, but that supply is far behind demand, and the key for manufacturers has shifted to how to allocate limited material sources. I-Digital will prioritize stabilizing its existing industrial customers while actively positioning itself in the AI infrastructure market, as the related demand scale is quite considerable. He also pointed out that during times of supply chain resource tightness, the ability to secure stable material sources ultimately depends on how much integration value manufacturers can provide; I-Digital's years of collaborative layout in hardware, memory, storage, and software is a crucial foundation for the company to secure resources and expand growth