此外，费城半导体指数的整体下滑也波及到了美光科技。作为芯片板块的重要组成部分，美光的股价因 此承压。然而，这一表现并非完全由外部市场环境决定。美光科技自身也在进行一些重大的业务调整。 公司在中国区的大规模裁员行动令人瞩目。此次调整主要集中在嵌入式研发及测试等部门，预计裁员规 模超过300人，涉及到的员工已收到自愿离职的补偿方案。 美光这一举措背后的原因在于移动NAND市场的激烈竞争，该市场已经呈现出利润空间压缩的态势。智 能手机需求的疲软迫使美光将更多的资源投入到数据中心和汽车存储等更具增长潜力的领域。同时，公 司宣布停止未来移动NAND产品的开发。此举虽然在短期内可能带来一定的负面效应，但从长远看，有 助于优化资源配置，提升收益能力。 来源：市场资讯 （来源：美股情报站） 近日，美光科技的股价连跌两天，8月20日更是下滑了3.97%，近两日跌幅达到5.13%。这一波动引发了 市场的广泛关注，引起了投资者对公司未来发展的新一轮思考。 美光科技近期的一系列事件提供了丰富的背景信息。首先，美国商务部考虑将《芯片法案》的补贴转换 为股权，这一计划涉及美光科技等多家芯片企业。这意味着美国政府可能成为这些公司中的重要股 ...

Core Viewpoint - Zhejiang Liqi Storage Technology Co., Ltd. (Liqi Storage) has submitted its listing application to the Hong Kong Stock Exchange, with CITIC Securities as the sole sponsor [1]. Company Overview - Liqi Storage is a leading memory chip design company and AI computing solution provider in China, with projected sales of over 100 million memory chips and revenue of 646 million RMB in 2024 [4]. - The company has experienced significant growth in product sales, with total storage capacity sold increasing from approximately 13.8 million GB in 2022 to about 34.2 million GB in 2024, representing a compound annual growth rate (CAGR) of 57.4% [4]. Market Position - According to Frost & Sullivan, Liqi Storage ranks fourth among domestic companies in the global niche DRAM market based on revenue in 2024 [4]. - The company is recognized as a pioneer in the AI computing industry in China, possessing core technology in WoW3D heterogeneous integration and striving to be one of the first domestic companies to achieve mass production of high-bandwidth memory products [4]. Product Strategy - Liqi Storage focuses on developing high-bandwidth, low-power, and highly reliable storage solutions, offering a comprehensive range of DRAM memory types for various applications, including consumer electronics, network communications, automotive electronics, energy, and industrial control systems [5]. - The company has established long-term partnerships with global foundries and two of the top ten memory module manufacturers, ensuring a stable supply chain [5]. Financial Performance - For the fiscal years 2022, 2023, and 2024, Liqi Storage reported revenues of approximately 610 million RMB, 580 million RMB, and 646 million RMB, respectively, with net losses of about 139 million RMB, 244 million RMB, and 109 million RMB during the same periods [6][8].