IPO研究 | 全球DRAM市场规模有望2029年增长至2045亿美元

Group 1: Company Overview - Changxin Technology Group Co., Ltd. has been accepted for IPO on the Sci-Tech Innovation Board, with sponsors including CICC and CITIC Securities [2] - Changxin Technology is the largest and most advanced DRAM R&D and manufacturing enterprise in China, focusing on the development, design, production, and sales of DRAM products since its establishment in 2016 [2] - The company has adopted a "leapfrog R&D" strategy, achieving mass production from the first to the fourth generation of process technology platforms, and has covered product iterations from DDR4, LPDDR4X to DDR5, LPDDR5/5X, reaching internationally advanced levels [2] Group 2: Industry Insights - The semiconductor industry is a cornerstone of modern information technology and digital economy, playing a crucial role in global technological advancement and economic development [2] - DRAM is a strategic infrastructure in the digital economy era, representing one of the highest proportions in the global semiconductor market [3] - According to WSTS, the global integrated circuit market is projected to reach $539.5 billion in 2024, with the memory chip market at $165.5 billion, accounting for approximately 31% of the integrated circuit market [3] - The global DRAM market is expected to reach $97.6 billion in 2024, making up about 59% of the memory chip market [3] - The global DRAM market is anticipated to grow from $97.6 billion in 2024 to $204.5 billion by 2029, with a compound annual growth rate of 15.93% [5]