Core Insights - Changxin Storage is projected to increase its DRAM shipment volume by 50% year-on-year in 2023, with its market share expected to rise from 6% in Q1 to 8% by Q4 [1] - The company is enhancing production not only in traditional DDR4 and LPDDR4 products but also achieving significant growth in DDR5 and LPDDR5, with market shares expected to increase from less than 1% to 7% and from 0.5% to 9% respectively [1][2] Company Overview - Changxin Storage, established on June 13, 2016, is a comprehensive memory chip manufacturer focusing on DRAM design, research, production, and sales [2] - The company is headquartered in Hefei, Anhui, and has multiple R&D centers and branches both domestically and internationally [2] - The CEO, Dr. Cao Kanyu, has over 20 years of experience in the semiconductor industry and has played a significant role in the development of China's DRAM sector [3] Shareholding Structure - The largest shareholder is Hefei Qinghui Jidian Enterprise Management Partnership, holding 21.67% of the shares, with no controlling shareholder [1][3] - The top five shareholders include state-owned and private entities, with notable investors such as Alibaba and Zhaoyi Innovation Technology Group [3][4] Recent Financing - In March 2024, Changxin Storage completed a strategic financing round of 10.8 billion RMB, valuing the company at approximately 140 billion RMB [5] - Zhaoyi Innovation Technology Group increased its stake in Changxin Storage to about 1.88% following a 1.5 billion RMB investment [5]

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 ↓ ↓ ↓ 7月7日消息，据证监会最新披露，长鑫科技集团股份有限公司已披露上市辅导备案，正式启动IPO进 程！ 长鑫存储由长鑫科技集团股份有限公司100%持股。官方网站介绍，长鑫存储是一家一体化存储器制造 公司，专注于动态随机存取存储芯片（DRAM）的设计、研发、生产和销售，创立于2016年。 长鑫科技集团股份有限公司位于安徽合肥，公司注册资本达601.9亿元，无控股股东，第一大股东为国 企控股的合肥清辉集电企业管理合伙企业（有限合伙），直接持有该公司21.67%股份。 2024年3月底，长鑫科技集团股份有限公司刚以接近1400亿元的投前估值，拿下了年内国内市场最大一 笔股权融资——108亿元人民币。此次投资方既有老股东兆易创新，也有合肥国资背景的合肥产投壹 号、建信金融资产等机构持续押注。参考胡润全球独角兽榜单，1400亿的估值足以让长鑫跻身中国前十 大独角兽。 据备案信息披露，长鑫科技成立于2016年，注册资本达601.9亿元，公司无控股股东，第一大股东合肥 清辉集电企业管理合伙企业（有限合伙），直接持有公 ...

Core Viewpoint - Changxin Storage is experiencing significant growth in DRAM shipments, with a projected 50% year-on-year increase in 2023, and an increase in market share from 6% to 8% by the end of the year [2]. Company Overview - Changxin Storage, established on June 13, 2016, is a comprehensive memory chip manufacturer focused on the design, research, production, and sales of DRAM [3]. - The company is headquartered in Hefei, Anhui, and has multiple R&D centers and branches both domestically and internationally [3]. - The CEO, Dr. Cao Kanyu, has over 20 years of experience in the semiconductor industry and has played a crucial role in the development of China's DRAM sector [4]. Market Performance - According to Counterpoint, Changxin Storage's DRAM shipment volume is expected to grow significantly, with notable increases in both traditional DDR4 and LPDDR4 products, as well as in the newer DDR5 and LPDDR5 segments [2]. - The market share for DDR5 is projected to rise from less than 1% in Q1 to 7% by year-end, while LPDDR5 market share is expected to surge from 0.5% to 9% [2]. Financing and Valuation - In March 2024, Changxin Storage completed a strategic financing round of 10.8 billion RMB, valuing the company at approximately 140 billion RMB [6][7]. - The financing round was the largest in the year and included investments from major stakeholders, including Zhaoyi Innovation Technology Group, which increased its stake to about 1.88% [7][9]. Shareholder Information - Changxin Storage has 49 shareholders, with the largest being Hefei Qinghui Electric Enterprise Management Partnership, holding 21.67% of the shares [1][4]. - Other significant shareholders include Hefei Changxin Integrated Circuit Co., National Integrated Circuit Industry Investment Fund, and Alibaba [4][5].