【点金互动易】英伟达+存储芯片，直接供货寒武纪，间接供应英伟达，这家公司代理品牌包括长鑫存储、江波龙等

Core Viewpoint - The article emphasizes the importance of timely and professional information analysis in the investment landscape, focusing on the investment value of significant events, industry chain companies, and key policy interpretations [1] Group 1: Company Insights - Nvidia is directly supplying chips to Cambrian and indirectly supplying to itself, with agency brands including Changxin Storage and Jiangbolong [1] - The company is involved in the storage chip and MCU sectors, with new DDR4 samples expected to contribute to revenue next year, and plans for LPDDR5 products in development [1] - The company's strategy encompasses "computing + storage + analog," targeting sectors such as automotive and industrial [1]