国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 9月17日消息，最近一段时间存储芯片市场蠢蠢欲动，不论是内存还是闪存都在涨价，美光、 闪迪等国际大厂已经行动。 加群步骤: 国内的存储厂商也确认了这一波价格要上涨，江波龙公司在日前的电话会议上提到，根据第 三方媒体报道，继闪迪宣布向所有渠道和消费者客户的产品价格调涨超 10%之后，美光决定 暂停对DDR4、DDR5、LPDDR4X、LPDDR5X的报价，或对渠道存储产品大幅度调涨 20%-30%。 根据CFM闪存市场预测，随着AI服务器出货规模持续扩大，下半年服务器NAND市场备货需 求升温，手机新品发布将催生新一轮换机需求，叠加存储晶圆原厂兼顾投入产出比的供应策 略影响， 四季度存储市场价格将迎来全面上涨。 据IDC数据，2024年中国企业级SATA SSD总容量排名中，江波龙公司位列第三，在国产品 牌中位列第一，同时公司企业级PCIe SSD与RDIMM产品已开始批量导入国内头部企业。 此外，江波龙还提到，截止至7月底， 公司主控芯片全系列产品累计实现超过8000万颗的批 量部署 ，并且部署规模 ...

近年来，人工智能等领域蓬勃发展，带来的AI训练和推理涉及海量数据，要求AI服务器需配备高性能的企业级SSD产品，提升 数据存取和处理能力。 在人工智能训练阶段，依赖高带宽、高IOPS及低延迟的存储系统匹配GPU算力需求；在推理阶段则要求存储具备高并发、低延 迟响应能力；人工智能应用过程中，因需调用及产生海量数据，对存储的需求转向高性能、低功耗及合理的综合成本。 这也意味着，人工智能的发展对存储模组带来了新的广阔增量空间，同时也对存储模组产品提高了新的要求，这就需要存储模 组厂商加大研发投入，来满足和适配互联网大厂对企业级SSD的产品要求。 根据第三方统计：2025年字节跳动资本支出预计达到1500亿元至1600亿元，2024年约为800亿元，同比增长近一倍，主要用于AI 算力和数据中心基础设施建设；阿里2024年资本支出达725亿元，且未来三年内将投入超3800亿元的资本支出用于建设云和AI基 础设施，年均资本支出约1300亿元，同比增长近八成；腾讯2024年资本支出达767亿元，预计2025年资本支出或接近1000亿元的 水平，同比增长或近三成，全力激发AI需求。 那么，面对AI带来的产业机遇，佰维存储、江 ...

Group 1 - The company recently held a targeted research activity with participation from three institutions: CICC, Hangyin Wealth Management, and Hanxin Private Equity [1] - The event focused on the company's growth expectations and advantages, highlighting its core intellectual property and technology capabilities, with the company ranking third in China's enterprise SATA SSD total capacity in 2024, leading among domestic brands [5] - The TCM model's progress was discussed, showcasing the company's collaboration with SanDisk, which emphasizes its leading capabilities in main control chip, firmware development, and packaging and testing manufacturing [5] Group 2 - The company's main control chip technology and planning were highlighted, with its series of main control chips utilizing leading foundry processes and self-developed core IP and firmware algorithms, resulting in performance and power consumption advantages [5] - The storage price trend was analyzed, indicating a substantial recovery in semiconductor storage market demand since the end of March 2025, driven by AI server shipments and increased mobile storage capacities [5] - The company noted that the CFM flash memory market is expected to see upward price movement in the third quarter due to supply strategies from storage wafer manufacturers [5]

Group 1: Company Highlights - Juguang Technology focuses on semiconductor laser components and has developed optical fiber amplifiers with a gain value increase from 20-25dB to 40-50dB [1] - Ningbo Jingda's performance slightly declined in the first half of the year due to international trade factors, but orders have shown double-digit growth since Q2, with a 70% increase in export orders [1] - Kingfa Technology's modified plastics segment has seen nearly 20% sales growth over the past two years, with overseas market sales expected to grow nearly 30% in 2024 [2] - Kehua Data reported a revenue of 3.733 billion yuan in H1 2025, a 0.06% year-on-year increase, with data center business revenue growing by 16.77% [3] - Jiangbolong ranks third in China's enterprise-level ST SSD total capacity, with significant partnerships and product deployments in the market [3] - LightSpeed Technology's silicon photonic modules have reached historical peak shipment volumes, with expectations for a recovery in gross margin in the second half of the year [3] Group 2: Market Trends and Innovations - The market for microchannel heat exchangers is expanding into automotive thermal management, data centers, and hydrogen energy applications [1] - Kingfa Technology is investing in humanoid robots and AI through an industrial fund to promote lightweight material applications [2] - Kehua Data is focusing on "technological innovation" and "computing power layout," with rapid development in intelligent computing center business [3] - LightSpeed Technology anticipates continued growth in domestic demand, particularly for 400G and 800G technologies [3]