The memory module manufacturer Weiwei said that benefiting from the continued decline in DDR4 prices, customer reserve demand rose. The memory module leader Weiwei Technology not only raised the profit index three-rate and increased its operating profit by 1.9 times in the second quarter, and was not affected by the strong appreciation of Taiwan Coin. The exchange reversed profit, with a brighter performance of more than 70% before tax payment and a brighter performance of 2.75 yuan per share. In the first half of 2025, the parent company's net profit reached RMB 1.405 billion, with an earnings per share of RMB 4.49.
Vieu pointed out that with the help of memory price, Via's second quarter operation showed a month-on-month upward trend, promoting a single-quarter merger and quarterly increase of 29.44% to 12.824 billion yuan, setting a single-quarter high for more than 15 and a half years. At the same time, the three indicators of gross profit margin, profit rate and net interest rate also increased simultaneously, with gross profit margin and profit rate both increasing by more than 5 percentage points to 18.98% and 9.58% respectively.
In addition, the operating profit increased by 192.01% quarterly to 1.228 billion yuan, the net profit before tax increased by 74.91% to 1.299 billion yuan, the net profit after tax was 90 billion yuan, and the net profit of the parent company was 879 million yuan; calculated based on the average number of 320 million shares, the earnings per share was 2.75 yuan. According to the cumulative revenue in the first half of 2025 was RMB 22.732 billion, with an average gross profit margin of 16.71%, an operating profit of 1.649 billion, a net profit of 1.454 billion, a parent company of 1.405 billion, and an earnings per share of 4.49 yuan.
Vision is strong. Looking forward to the third quarter,Vision is optimistic that DRAM and NAND Flash will maintain a long-term trend. Chairman Chen Libai also reiterated that under the multiple considerations of industry trends and profit-taking, the three original manufacturers have not changed their plans for the suspension of DDR4. DDR4 is out of stock in the second half of the year, and the demand is still quite optimistic. The contract prices of DDR4 and DDR5 will still be stable and upward. It is expected that the company's operating performance will be better than that of the second quarter.
In addition, looking at the rapid growth of demand for AI applications, data centers and enterprise storage, in addition to the company's AI server products that have begun to enter the delivery certification stage, its enterprise-level storage brand TRUSTA has also vigorously launched a high-performance enterprise-level SSD market and launched DDR5 R-DIMMs for servers. From 2026, it will become an important tool for companies to promote the AI application market.