21专访｜至讯创新总经理龚翊：存储市场“卷”价值才能长久

Core Insights - The explosive growth of artificial intelligence technology is driving an exponential increase in demand for high-performance, high-bandwidth storage chips, indicating a new growth cycle for the storage industry [1] Company Strategy - The company, Zhixun Innovation Technology, chose to enter the market with 2D NAND due to observed high demand in low-capacity segments, despite the existing competition in the domestic market [2] - The founders have a background in the storage market, having previously worked at Micron and Changchun, which informs their strategic decisions [2] - The company has successfully covered SLC capacity points from 256M to 8G in 2D NAND and is also developing MLC product lines as international competitors exit this segment [2][3] Technological Development - The company's 19nm 2D NAND products are now competitive with the most advanced international processes, showcasing significant technological advancement [3] - The company is also developing integrated storage and computing products to support AI applications, aiming to optimize cost and power consumption [3] Market Dynamics - The storage chip market is experiencing "involution" and price wars due to standardization, leading to a focus on innovation to avoid product homogenization [4] - The company emphasizes the importance of maintaining product profitability to support ongoing research and development, rather than solely competing on price [4] Regional Development - Wuxi's strong semiconductor manufacturing base, including major players in wafer manufacturing and packaging/testing, provides a favorable environment for the company's growth [5][6] - The company aims to collaborate with local application enterprises to innovate and apply their products across various sectors, including IoT, new energy, and smart vehicles [6]