东芯股份:正积极布局AI终端应用

Core Insights - The demand for AI terminals is currently in its early development stage, but is expected to experience explosive growth in the future as edge computing evolves [2] - The company is focusing on AI terminal products such as headphones, wristbands, and smartwatches, while also exploring high-bandwidth functional modules for AI glasses, smart robots, and AI PCs [2] Product Development - The company is conducting R&D on mid-to-high capacity NOR Flash products ranging from 64Mb to 2Gb based on 48nm and 58nm processes [2] - Continuous upgrades of NOR Flash products will provide diverse and reliable options for clients in wearable devices, security monitoring, IoT, and automotive electronics [2] Automotive Sector Engagement - The company is actively onboarding and validating automotive-grade storage products, having completed whitelist onboarding with several domestic automakers [2] - The company has also secured supplier qualifications with multiple domestic and international tier-one automotive suppliers and has begun sales of automotive-grade products to well-known overseas tier-one suppliers [2]