高盛：乐鑫科技-本土 RISC-V Wi-Fi 片上系统厂商；Wi-Fi 7 和人工智能边缘芯片组业务扩张

6 May 2025 | 1:38PM HKT China Semis: Espressif (688018.SS): RSIC-V Wi-Fi SoC local player; Wi-Fi 7 and AI edge chipsets in expansion We talked to Espressif (688018.SS, Not Covered) management recently. Espressif is a local WiFi chipset firm with connectivity solutions for AIoT, energy, industrial clients based on RISC-V architecture. It is also expanding into an integrated solution combining Bluetooth functions. Overall, management is positive on 2025 growth, with the company's product expansion to diversif ...