Weice Technology said domestic leading compute customers are largely onboarded,
with engagement stages varying: some customers in mass production, some in
engineering, others in development. Overall progress is smooth; several
customers are expected to ramp volumes in Q4 2026 and into 2027. Storage-related
revenue accounted for about 5% of sales in the first three quarters, mainly from
NOR Flash testing and testing of MCUs and SoCs with integrated storage. Some
NAND test tools are compatible with NOR Flash, but DRAM testing requires
procurement of higher-end, more expensive dedicated equipment. The company is
conducting preliminary NAND engineering cooperation with several existing
storage customers.
