文 | 产联社CLS，作者 | 初一 继紫光股份（000938.SZ）紫光国微（002049.SZ）后，新紫光集团将迎来又一家半导体上市企业。 近日，陕西证监局披露了西安紫光国芯半导体股份有限公司（下称：紫光国芯）完成上市辅导的备案信 息。这家从一个外资研发部门成长为国内存储芯片领域的重要企业，正式启动IPO进程。 这一路，走过了二十余年。 脱胎于外资技术体系、历经多次资本重组与本土化整合，紫光国芯正凭借DRAM赛道火热的东风以及领 先的国产DRAM芯片设计技术，加速向资本市场迈进。 从外资技术分支到本土产业支柱 紫光国芯的起源要追溯到二十余年前。2004年，德国半导体企业英飞凌在西安设立研发中心的存储事业 部，专注于存储器研发，成为了紫光国芯的技术源头。 2006年，该部门分拆成为独立的奇梦达科技西安有限公司，首次以独立实体身份运营，继续开展存储器 设计与研发业务。 2009年全球半导体产业格局调整浪潮中，奇梦达科技被浪潮集团收购，转制成为国内公司并更名为西安 华芯半导体有限公司，自此从外资企业转变为本土企业，开启了本土化发展进程。 紫光国芯真正融入中国半导体产业体系的关键节点在2015年，紫光集团旗下紫光 ...

Core Viewpoint - The investment focus in the semiconductor industry is shifting from GPUs to storage chips, leading to a new wave of IPO activities in the sector. Group 1: Company Developments - Unigroup Guoxin has entered the counseling period for its public offering on the Beijing Stock Exchange, with the application accepted by the Shaanxi Securities Regulatory Bureau [1] - Changxin Technology, the largest DRAM manufacturer in China, has had its IPO application accepted for the Sci-Tech Innovation Board [1] - Several other leading companies in niche segments are also in the process of going public or have queued for listings [1] Group 2: Product Offerings - Unigroup Guoxin's memory chip products include various standards such as SDR, DDR, and LPDDR, with over twenty products achieving global mass production and sales [2] - The company has developed 3D stacked DRAM (SeDRAM) technology, offering innovative storage solutions for near-memory computing, AI, and high-performance computing [2] Group 3: Financial Performance - In the first half of 2025, Unigroup Guoxin achieved revenue of 750 million yuan, a year-on-year increase of 38.64%, and a net profit of 5.683 million yuan, marking a 139.54% increase and a return to profitability [4] Group 4: Market Trends - The DRAM market is experiencing a price and volume increase, with significant competition from international giants like Samsung, SK Hynix, and Micron, which together hold over 90% of the global market share [8] - The demand for storage chips is rapidly growing in sectors such as automotive electronics, smart driving, and IoT devices, particularly for automotive-grade DRAM [8] - The rise of AI servers is driving demand for high-bandwidth, large-capacity DRAM, leading to a shift towards high-performance, low-power, and low-latency storage solutions [9] Group 5: Technological Innovations - Domestic manufacturers are exploring new technologies to close the gap with international leaders, with potential for breakthroughs in product and technology innovation [10]