江波龙(301308.SZ):具备自研主控芯片、自研固件算法、自主封装测试等全栈能力

Core Viewpoint - Jiangbolong (301308.SZ) emphasizes its role as an independent memory manufacturer in the semiconductor storage industry, highlighting its importance in bridging different segments of the supply chain [1] Group 1: Company Capabilities - The company possesses full-stack capabilities, including self-developed main control chips, firmware algorithms, and autonomous packaging and testing [1] - These capabilities enable the transformation of highly standardized wafers into storage product solutions that meet diverse terminal application needs [1] Group 2: Industry Impact - The company's innovations enhance the applicability of semiconductor storage across various application scenarios [1] - This adaptability contributes to increased growth opportunities for the entire semiconductor storage industry [1]