🔥36氪•Freshcollected in 6m
DapuStor reports turnaround with 1.2B+ profit forecast
💡Storage infrastructure demand is a leading indicator for the scale of AI training and data center expansion.
⚡ 30-Second TL;DR
What Changed
Expected H1 2026 net profit: 1.2B - 1.35B RMB
Why It Matters
The strong financial performance reflects the high demand for storage infrastructure, which is a critical bottleneck for large-scale AI model training and deployment.
What To Do Next
Evaluate high-performance storage solutions from DapuStor for your data-intensive AI training pipelines to optimize I/O bottlenecks.
Who should care:Enterprise & Security Teams
Key Points
- •Expected H1 2026 net profit: 1.2B - 1.35B RMB
- •Significant turnaround from 354M RMB loss in H1 2025
- •Strong performance in the storage infrastructure sector
🧠 Deep Insight
AI-generated analysis for this event.
🔑 Enhanced Key Takeaways
- •The profit surge is primarily attributed to the massive adoption of DapuStor's Haishen5 series NVMe SSDs in AI training clusters and large-scale data centers.
- •DapuStor successfully transitioned its supply chain strategy in late 2025, securing long-term NAND flash supply agreements that significantly improved gross margins.
- •The company's R&D focus on computational storage (CSD) has begun to monetize, with enterprise clients integrating DapuStor's in-storage processing units to reduce CPU overhead.
- •DapuStor's market share in the domestic Chinese enterprise SSD market has reportedly grown to over 15% as of Q2 2026, driven by localization trends in the server industry.
- •The turnaround was bolstered by a strategic partnership with major cloud service providers who shifted to DapuStor's high-end PCIe 5.0 storage solutions for their latest GPU-accelerated infrastructure.
📊 Competitor Analysis▸ Show
| Feature | DapuStor (Haishen5) | Samsung (PM1743) | Solidigm (D7-P5810) |
|---|---|---|---|
| Interface | PCIe 5.0 x4 | PCIe 5.0 x4 | PCIe 4.0 x4 |
| Primary Focus | Computational Storage | High-Density Enterprise | High-Endurance AI/ML |
| Market Positioning | Cost-Performance/AI | Premium/Global Standard | Performance/Endurance |
🛠️ Technical Deep Dive
- Architecture: Utilizes a proprietary multi-core controller design optimized for low-latency IOPS in AI training workloads.
- Computational Storage: Implements near-data processing (NDP) capabilities allowing for offloading of data compression and encryption tasks directly on the SSD controller.
- NAND Integration: Leverages advanced 232-layer 3D TLC NAND technology to achieve high density and improved power efficiency per terabyte.
- Interface: Fully compliant with NVMe 2.0 specifications, supporting Zoned Namespaces (ZNS) for better data placement and reduced write amplification.
🔮 Future ImplicationsAI analysis grounded in cited sources
DapuStor will likely initiate an IPO process within the next 12 months.
The sustained profitability and strong market position in the AI infrastructure sector provide the financial stability required for a public listing.
The company will expand its manufacturing footprint outside of China by 2027.
To mitigate geopolitical supply chain risks and serve international cloud clients, geographic diversification is a logical next step for their growth strategy.
⏳ Timeline
2021-04
DapuStor secures Series B funding to accelerate enterprise SSD development.
2023-09
Launch of the Haishen5 series, marking the company's entry into the PCIe 5.0 enterprise market.
2025-06
DapuStor reports a significant net loss in H1 2025 due to high R&D investment and market price volatility.
2025-12
Company completes strategic supply chain restructuring to stabilize NAND procurement costs.
2026-07
DapuStor announces a major profit turnaround for H1 2026.
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Original source: 36氪 ↗