澜起科技：AI需求推动DDR5芯片出货量显著增长

Core Viewpoint - The significant growth in the company's performance in the first half of 2025 is primarily driven by the booming demand in the AI industry and the increased sales of DDR5 memory interface and module supporting chips [1] Group 1: Performance Drivers - The company benefits from the AI industry trend, leading to a substantial increase in the shipment volume of DDR5 memory interface and module supporting chips, with a notable rise in the sales revenue from second and third generation RCD chips [1] - The sales revenue from three high-performance transport chips (PCIe Retimer, MRCD/MDB, and CKD) reached 294 million yuan, marking a significant increase compared to the same period last year [1] - The overall gross margin of the company improved to 60.44%, an increase of 2.66 percentage points year-on-year, due to the rising sales revenue share of DDR5 memory interface chips and high-performance transport chips [1]