高盛：北京君正_计算及存储芯片组借产品组合升级迈向更先进解决方案

10 June 2025 | 10:26AM HKT China Semis: Ingenic (300223.SZ; NC): Computing and memory chipsets riding on mix upgrade towards more advanced solutions We talked to Ingenic (300223.SZ, Not Covered) management recently. Ingenic provides computing, memory, and analog chipsets for industry clients (consumer, automotive, industrial etc.). Overall, management is positive on a 2025 growth recovery post a weak 2024, with inventory bottoming and improving demand from automotive and industrial clients. The company is w ...