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东芯股份:海外存储大厂逐步削减DDR4生产,公司积极拓展利基型DRAM产能

Core Viewpoint - The company is actively expanding its niche DRAM production capacity and enhancing client layout to capture more market share amid the exit of overseas major manufacturers from the DDR4 memory chip production [1] Group 1 - Major overseas storage manufacturers are gradually reducing or halting the production of DDR4 memory chips [1] - These manufacturers are reallocating resources towards newer products such as DDR5 [1] Group 2 - The company aims to leverage the current market dynamics to increase its market share as competitors withdraw [1]