《商道创投网》2026年1月18日从官方获悉：鸾起科技（苏州）有限公司（以下简称"鸾起科技"）近日 完成了由中科创星领投，荷塘资本、翌昕资本等跟投的近亿元B轮融资。融资资金将主要用于扩大生 产，加大研发投入、新产品线布局等。 鸾起科技创始人表示，本轮融资将主要用于扩大生产规模，以满足市场对高端存储测试设备的快速增长 需求。同时，公司将加大研发投入，推动新产品线的布局，进一步提升产品性能和市场竞争力，助力国 产存储芯片产业的发展。 《商道创投网》创投家会员·本轮投资原因是什么？ 中科创星创始人表示，存储芯片是集成电路产品中最大的类别之一，也是AI时代的重要支撑。鸾起科 技凭借自主开发的核心技术，已成长为存储模组测试设备领域的佼佼者，其产品进入多家行业龙头供应 链体系。随着国产存储芯片的崛起和智算中心的大规模建设，鸾起科技未来将迎来快速发展。 《商道创投网》创投生态圈·本轮投融观点是什么？ 商道创投网创始人王帥表示，鸾起科技的融资事件体现了当前半导体产业的强劲发展势头。政府出台的 多项支持政策为半导体行业提供了良好的发展环境，行业从业者积极响应并加速技术创新。创投机构对 鸾起科技的投资，不仅是对其技术实力和市场潜 ...

众所周知，最近一年多以来，整个存储芯片市场，都是大涨特涨。 再说NAND闪存这一方面，国内最强的是长江存储，其市场格局如下。 这个是按照收入来展示的，长江存储在2025三季度时，其营收大约在22亿美元左右，如果放到全球来 看，大约占比是11%。 像三星、SK海力士、美光等厂商，真的是赚疯了，比如三星，按照机构的数据，2025年四季度三星存 储部门的收入高达37.4万亿韩元（259亿美元），创下了历史纪录。 也正因为存储芯片这么涨，所以大家都说，国产存储芯片厂商，也碰到了最好的时机，赚大钱的机会来 了。 那么问题就来了，目前国产存储芯片厂商，到底有多厉害，能够在这一波大涨之中，赚到大钱么？ 目前整个存储芯片就两种主要品牌，一种是DRAM内存，一种是NAND闪存，这两种占了所有存储芯片 的95%，其它的相对而言，占比低，也没那么重要。 先说DRAM内存这一方面，国内最强的厂商是长鑫，而全球市场的格局，如下图所示。 这个是截止至2025年三季度的数据，可以看到长鑫存储的全球份额大约在5%左右，排在第四名，而前 面三名是SK海力士，三星、美光，这三家的份额为34%、33%、26%，合计高达93%。 所以国产DRAM内 ...

Group 1 - The Hong Kong stock market's technology sector showed slight fluctuations, with the Hang Seng Tech Index ETF rising nearly 0.5% and trading volume approaching 1.4 billion yuan [1] - Key stocks such as Horizon Robotics, Hua Hong Semiconductor, Alibaba, NIO, and JD.com saw significant gains [1] - Guolian Minsheng Securities noted that the market continues a "high open low walk + low volume" trend, indicating insufficient capital support and a mixed focus on hot sectors, with the market still in a phase of oscillation and repair [1] Group 2 - The report from Zhongyin International highlighted that the industry chain's prosperity is being continuously validated, and expectations for policy catalysts are strengthening, suggesting a potential return to the technology mainline [1] - The AI industry chain, particularly domestic computing power, is emphasized as a crucial part of China's advanced manufacturing and a representative of the intelligent industry, necessitating accelerated technological self-reliance [1] - With the strengthening of policy catalyst expectations, the industry chain is likely to benefit continuously, and investment allocation can gradually return to the technology mainline, especially in areas like domestic computing power and storage chips [1]

Group 1 - Changxin Storage officially launched its latest DDR5 product series at IC China 2025, featuring a maximum speed of 8000 Mbps and a maximum chip capacity of 24 Gb, achieving international leading standards [1] - The new 8000 Mbps DDR5 chip represents a 25% speed increase compared to the previous 6400 Mbps products, positioning it within the top tier of international performance [1] - The introduction of the 24 Gb high-capacity chip provides significant advantages for large-scale data centers, enhancing model loading capabilities and multitasking efficiency without requiring additional physical slots [1] Group 2 - Changxin Storage showcased a complete module product matrix, covering various applications from cloud to edge, including RDIMM, MRDIMM, UDIMM, SODIMM, CUDIMM, and CSODIMM [2] - The RDIMM modules cater to the server market, offering multiple capacities to support mainstream platform memory configurations, while MRDIMM indicates the company's capability to support next-generation server platforms [2] - The recent launch of the LPDDR5X product, aimed at the mobile market, features a maximum speed of 10667 Mbps and offers various packaging solutions with capacities of 12GB, 16GB, 24GB, and 32GB [2]

随着处理器核心数量与AI模型规模持续增长，算力系统对内存速率的需求大幅提升。观察者网了解到，长鑫存储最新发布的8000 Mbps DDR5 芯片，较 6400Mbps产品速率提升25%。当前市场基准中，6400 Mbps代表服务器与高端PC的主流性能层级，而8000 Mbps则已迈入国际顶级性能梯队。 在内存容量上，长鑫存储在标准16Gb 颗粒以外，重点推出24Gb大容量颗粒，对于大规模数据中心具有显著优势，能在不占用额外物理插槽的前提下，显著 提升系统的模型加载能力与多任务处理效率，满足数据中心快速扩容的刚需。 11月23日，观察者网获悉，国产存储芯片厂商长鑫存储在IC China 2025（中国国际半导体博览会）上正式发布其最新DDR5产品系列：最高速率达 8000Mbps，最高颗粒容量24Gb，均达到国际领先水平，并同步推出覆盖服务器、工作站及个人电脑全领域的七大模组产品。 在展台上，长鑫存储展示了最新DDR5系列产品，以及最高速率10667Mbps、最高颗粒容量16Gb的最新LPDDR5X移动端内存。其两大产品系列速率、容量 双维度均位居业界第一梯队，标志其产品性能与布局已全面达到全球主流高端水准，国 ...

Group 1 - The Hong Kong stock market opened higher on October 27, with the semiconductor sector leading the gains, particularly the Hong Kong Technology 30 ETF (513160), which opened over 2% higher and rose by 2.37% with a premium trading rate of 0.28% [1] - Notable stocks within the ETF included ZTE Corporation and Black Sesame Intelligence, both rising over 4%, along with other companies like Meitu and SMIC [1] - From October 22 to 24, there was a net inflow of 96.59 million yuan into the Hong Kong Technology 30 ETF, indicating strong interest in Hong Kong tech stocks [1] Group 2 - As of October 24, the Shanghai Composite Index reached a recent high, while the ChiNext Index approached its previous high, contrasting with the nearly 10% decline in the Hang Seng Technology Index since early October [2] - Zhongyin International noted that the continuous verification of industry chain prosperity and strengthened policy catalysis expectations suggest a return to the technology sector as a main investment focus, particularly in the AI industry chain and domestic computing power [2] - The emphasis on domestic computing power and storage chips is seen as crucial for advancing China's manufacturing and intelligent industries, with policy support expected to benefit these sectors [2]

Group 1: Company Developments - Changjiang Storage Technology Co., Ltd. (Chang Storage Group) has completed its shareholding reform by holding its inaugural shareholders' meeting and electing the first board of directors [1] - The company is the only domestic manufacturer of 3D NAND and has been valued at 160 billion yuan, ranking ninth among China's top ten unicorns according to Hurun Research Institute [1] - In April 2023, a subsidiary of Yangyuan Beverage announced an investment of 1.6 billion yuan in Chang Storage Group, acquiring 0.99% of its shares, which raised the company's valuation to 161.6 billion yuan [1] - Chang Storage Group has received over 10 billion yuan in investments from 16 institutions, including investments from employee stock ownership platforms [1] Group 2: Market Position and Trends - The NAND Flash market is predominantly occupied by overseas manufacturers, with the top five brands holding a market share of 91.3% in Q1 and 93% in Q2 of this year [2] - Domestic storage manufacturers are expected to double their market share to 10% this year, driven by improvements in production yield and advancements in 3D hybrid bonding technology [2] - The company has not announced any plans for an IPO but has denied intentions for a "backdoor listing" [2] Group 3: Industry Outlook - The storage market is experiencing a recovery driven by AI demand, with expectations for significant growth in enterprise SSD demand in Q3 2023 [3] - NAND Flash prices are anticipated to rise in the third quarter due to increased investments in AI by major cloud service providers [3]