据DIGITIMES周二报道，在韩国近期举办的下一代半导体技术趋势研讨会上，成均馆大学教授Seok-jun Kwon指出，存储行业正经历超级周期，DRAM价格在短短几个月内飙升300-400%。然而三星、SK海力 士和美光无法满足全球需求，这为中国存储制造商创造了进入市场的机会。 Kwon强调，中国企业的扩张潜力不仅限于消费零售领域，还包括企业级市场。即使只占据5-10%的市 场份额，也足以为其未来增长积累动能。 中国企业若能在这一窗口期获得更多技术经验，将对全球存储芯片格局产生深远影响。 技术追赶速度超预期 中国存储制造商正以惊人速度追赶韩国领先企业。2025年初，当SK海力士供应第三代高带宽内存 (HBM3E)芯片时，长鑫存储科技(CXMT)仍在开发HBM2技术，但到2025年年中就有报道称其已跃进至 HBM3开发阶段。 Kwon指出，CXMT的加速进展不仅源于自身资金，还得益于地方政府和华为的投资。新技术测试不仅 在CXMT自有工厂进行，还经常在华为投资的广东和上海工厂开展，使公司能在内部扩大生产前识别可 行方案。这种模式让CXMT缩短了研发周期，快速实现技术创新的商业化。 市场窗口期的战略意义 存储芯 ...

Group 1 - The China Securities Regulatory Commission (CSRC) has published supplementary material requirements for overseas issuance and listing, specifically requesting Bawei Storage to clarify its technology export business and compliance over the past three years [1] - Bawei Storage has submitted its application to the Hong Kong Stock Exchange on October 28, with Huatai International as the sole sponsor [1] - The CSRC has requested Bawei Storage to provide legal opinions regarding its technology export business, the use of raised funds for overseas investments, and compliance with foreign investment access regulations [1] Group 2 - Bawei Storage is a leading independent semiconductor storage solution provider tailored for the AI era, possessing unique capabilities in main control chips, innovative storage solution design, and advanced packaging technology [2] - The company converts NAND and DRAM wafers into diverse storage solutions, meeting the evolving demands of applications in the AI era [2] - Bawei Storage holds a market-leading position in multiple verticals, serving renowned global clients such as Meta, Google, Xiaomi, OPPO, vivo, Honor, and others [2]

Group 1 - The China Securities Regulatory Commission (CSRC) has published supplementary material requirements for overseas issuance and listing, specifically requesting Bawei Storage to clarify its technology export business and compliance over the past three years [1] - Bawei Storage has submitted its application to the Hong Kong Stock Exchange on October 28, with Huatai International as the sole sponsor [1] - The CSRC has requested Bawei Storage to provide legal opinions regarding its technology import and export activities, fundraising purposes for overseas investments, and compliance with foreign investment access regulations [1] Group 2 - Bawei Storage is a leading independent semiconductor storage solution provider tailored for the AI era, possessing unique capabilities in main control chips, innovative storage solution design, and advanced packaging and testing technologies [2] - The company converts NAND and DRAM wafers into diverse storage solutions that meet the evolving demands of applications in the AI era [2] - Bawei Storage holds a market-leading position in multiple verticals and serves numerous global clients, including Meta, Google, Xiaomi, OPPO, Vivo, Honor, and others [2]