兆易创新高开逾7% 存储芯片热潮持续 公司推出新一代GD32H7系列MCU

Group 1 - The core viewpoint of the article highlights the significant rise in the stock price of兆易创新, which opened over 7% higher and reached a peak of 349 HKD, representing a cumulative increase of 115% from the IPO price [1] - The article notes that U.S. storage concept stocks surged, with SanDisk experiencing a more than 10% increase, and a year-to-date rise exceeding 111% [1] - It is reported that major storage manufacturers, such as Winbond and Nanya Technology, have extended their long-term supply agreements (LTA) from one year to at least two years, with some clients discussing frameworks extending close to 2030 [1] Group 2 - According to招商证券, the demand for AI continues to grow at a pace that exceeds production capacity expansion, leading to price increases in consumer storage and niche storage due to capacity constraints and downstream panic stocking [1] - On January 22, 兆易创新 announced the launch of the new GD32H7 series ultra-high-performance MCUs, which include the GD32H789/779 series and the GD32H78E/77E series with integrated EtherCAT slave controllers, featuring a high frequency of 750 MHz and advanced memory architecture [1] - The new MCU series is based on the Arm Cortex-M7 core, achieving a balance of high performance, low dynamic power consumption, and high-speed communication [1]