Celebrating Two Decades of Deep Cultivation and Embracing the Dragon Boat Festival: A Letter from [GHT] to All Partners and Customers

Dear Partners and Customers:

The air is filled with the fragrance of mugwort, and dragon boats race across the water. On the occasion of the Dragon Boat Festival in the Year of the Horse, all colleagues at [GHT] extend our sincerest holiday greetings to you! As a company with over twenty years of experience in electronic product manufacturing, we have deeply cultivated the three core areas of memory, SSDs, and motherboards, resonating with the industry and witnessing and participating in every technological revolution and market ups and downs.

I. Market Trends: Storage "Dragon Boat" Race, Motherboard "Road" Under Pressure

Looking back at the first half of 2026, the global storage and PC hardware market is experiencing an unprecedented "dragon boat race"—AI computing power demand is driving the entire industry chain forward at full speed, bringing about dramatic structural changes.

Memory (DRAM): Prices remain at historically high levels. Based on September 2025, by mid-June 2026, the average price increase for DDR5 memory had reached 288%, with mainstream 32GB kits priced nearly four times the benchmark level. The DDR5 price index in the German market rebounded rapidly to 419% after a brief dip in March. Analysts predict that the average selling price of DRAM will still have room for a 30% increase in the third quarter of 2026. The pressure from AI on production capacity has not been fundamentally alleviated, and the price increase may continue into 2027.

Solid State Drives (SSDs): Prices are also high. The average price of a 1TB NVMe SSD has increased by 112% compared to the benchmark. For example, a 1TB model from a certain brand cost approximately €50 in September 2025, but now costs nearly €140. More noteworthy is the dramatic change in market structure—the consumer retail SSD market has essentially shrunk, and controller chip and NAND production capacity is shifting on a large scale to OEM system supply.

Motherboards: As the "backbone" of complete system assembly, the motherboard market is experiencing pressure from upstream suppliers. High prices for memory, SSDs, and graphics cards have significantly dampened consumer willingness to build new PCs. Industry data shows that in April 2026, motherboard shipments in mainland China decreased by approximately 9% month-on-month and a sharp 44% year-on-year decline, marking the largest monthly drop in recent years. Leading motherboard manufacturers are projected to see shipments plummet to 5 million units in the first half of 2026, and hover around 10 million units for the entire year, a decrease of one-third compared to the 15 million units shipped in 2025. The four major motherboard manufacturers will experience an average decline of approximately 28%. Gartner predicts that global PC shipments will decline by 10.4% in 2026 due to rising memory costs.

II. Two Decades of Accumulation: Responding to Change with Dedication, Standing at the Forefront of Quality

Faced with a turbulent market environment, [GHT] has demonstrated strong resilience and adaptability thanks to over two decades of accumulated experience:

Supply Chain Resilience: Years of established upstream and downstream partnerships have enabled us to maintain a stable supply of core components even amidst shortages of original equipment manufacturer (OEM) capacity.

Product Strength Accumulation: From rigorous testing of memory modules to firmware optimization of SSDs, and electrical performance design of motherboards, every product embodies twenty years of unwavering pursuit of quality.

Market Insight: Having navigated multiple industry cycles over the past two decades, we deeply understand that during price surges, supply is key; after the tide recedes, quality and service are paramount.

III. Dragon Boat Festival Message: Only by working together can we achieve long-term success.

Dragon boat racing during the Dragon Boat Festival emphasizes synchronized drumbeats and coordinated paddle strokes. The current market is like rowing against the current—the AI wave is driving up storage prices, while consumers face the challenge of high prices and low prices for system installations. As a key player connecting upstream chips and downstream systems, [Company Name] will continue to leverage its core advantages in manufacturing experience and quality control systems, ensuring product supply while continuously optimizing the balance between cost and performance, working together with every partner to overcome these challenging times.

Layer upon layer of zongzi leaves encapsulate craftsmanship; dragon boat races test endurance. Twenty years of trials and tribulations have strengthened our belief that only by focusing on real industry and cultivating quality can we navigate economic cycles and achieve long-term success.

Wishing you and your family a happy and healthy Dragon Boat Festival, and may your career soar like a dragon boat cutting through the waves, unstoppable!

[GHT]

June 18, 2026