存储器产品
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航天智装:控制系统核心部组件产品已在商业航天等领域推广应用
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-22 08:35
南财智讯1月22日电,航天智装在投资者关系活动中表示,公司子公司轩宇空间研发的微系统产品在高 可靠抗辐照加固设计方面具有较强优势,多款高等级抗辐照类处理器、存储器产品已实现市场应用;控 制系统核心部组件产品具备轻小型化、高集成和高性能特点,已在商业航天等领域推广应用,并具备产 业化大规模研制基础。 ...
江波龙:晶圆价格上涨反映存储产业景气回升
Zheng Quan Ri Bao Zhi Sheng· 2026-01-08 13:38
Core Viewpoint - The price of storage wafers and memory products is determined by the supply and demand dynamics of the storage industry, indicating a recovery in overall industry prosperity rather than isolated cost fluctuations [1] Group 1: Industry Insights - The increase in wafer prices reflects the overall recovery of the storage industry's prosperity [1] - Companies with R&D capabilities, product competitiveness, and supply chain resilience can more effectively convert industry prosperity into sustainable profit advantages [1]
投资者提问:尊敬的公司管理层:美光公布三季度财报大超预期,公司是存储产业链...
Xin Lang Cai Jing· 2025-12-22 11:36
Core Viewpoint - Micron's Q3 financial results significantly exceeded expectations, raising questions about the impact of upstream wafer manufacturers' profit margins on the company's profitability and product pricing transmission [1] Group 1: Industry Dynamics - The prices of storage wafers and memory products are determined by the supply and demand dynamics of the storage industry, indicating a recovery in overall industry conditions rather than isolated cost changes [1] - The increase in wafer prices reflects a rebound in the overall health of the storage industry [1] Group 2: Company Positioning - Companies with R&D capabilities, product competitiveness, and supply chain resilience can more effectively convert industry prosperity into sustainable profit advantages [1]
公司问答丨振华风光:公司已有10款存储器产品完成转产并获得小批量订货
Ge Long Hui A P P· 2025-11-17 08:47
Core Viewpoint - The company is actively advancing its layout in the storage chip sector, with 10 storage products having completed the transition and received small batch orders [1] Group 1 - The company has completed factory-level verification for its 64GB storage product, which is currently in the user trial verification phase [1] - The timeline for mass production and delivery will be determined based on R&D progress, market demand, and customer certification [1]