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江波龙(301308.SZ)：目前已成功点亮SOCAMM，能够提供数倍于传统RDIMM的带宽
Shenzhen Longsys Electronics Shenzhen Longsys Electronics (SZ:301308) Ge Long Hui·2025-09-01 07:23

Core Viewpoint - Jiangbolong (301308.SZ) has successfully developed SOCAMM, a high-performance memory product designed specifically for AI data centers, which offers significantly higher bandwidth compared to traditional RDIMM [1] Group 1: Product Development - SOCAMM technology provides several times the bandwidth of traditional RDIMM while achieving a smaller physical size and excellent power efficiency [1] - The successful lighting of SOCAMM indicates a significant technological breakthrough for the company [1] Group 2: Market Potential and Challenges - Despite the promising market prospects for SOCAMM technology, large-scale application will be influenced by factors such as ecosystem compatibility and customer adoption [1]