LPDDR5芯片

Search documents
国产存储赛道或迎新巨头,长鑫科技完成IPO辅导
Zheng Quan Shi Bao· 2025-10-11 05:17
官网信息显示,创立于2016年的国产存储巨头——长鑫科技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。公司全资子公司长鑫存储技术有限公司(下称"长鑫存储")作为一体化存储器制造商,专业从事动态随机存取存储芯片的设计、研发、生产和销 售,目前已建成12英寸晶圆厂并投产。 目前,公司已推出多款DRAM商用产品,涵盖DDR4/DDR5、LPDDR4/LPDDR5系列,国内唯一实现通用型DRAM大规模量产的IDM企业,广泛应用于移 动终端、电脑、服务器、虚拟现实和物联网等领域。根据官网介绍,公司LPDDR5芯片是第五代超低功耗双倍速率动态随机存储器。与上一代LPDDR4X 相比,LPDDR5单一颗粒的容量和速率均提升50%,分别达到12Gb和6400Mbps,同时功耗降低30%。LPDDR5芯片预计也将赋能更多移动设备,满足数字 时代日益增长的存储需求。 东方证券研报指出,公司计划在2025年底前交付第三代高带宽存储芯片(HBM3)样品,并预计从2026年开始全面量产,并计划于2027年开发HBM3E (HBM3的扩展版)。 据中国证监会官网消息,长鑫科技集团股份有限公 ...
内存芯片大厂长鑫存储启动上市辅导 此前估值已达1400亿元
Jing Ji Guan Cha Wang· 2025-07-07 12:10
Core Viewpoint - Changxin Storage has initiated the IPO guidance process, marking a significant step towards its public listing and reflecting the growing prominence of domestic DRAM manufacturers in the global market [1][3]. Group 1: Company Overview - Changxin Storage, established in 2016, specializes in the research, design, production, and sales of DRAM products, with its headquarters in Hefei, Anhui [1]. - The company has developed several DRAM commercial products that are applied in mobile terminals, computers, servers, virtual reality, and the Internet of Things [1]. - As of 2024, Changxin Storage has raised a total of 10.8 billion yuan in a new financing round, with a pre-money valuation of approximately 140 billion yuan [2]. Group 2: Financial and Market Position - The registered capital of Changxin Storage is 60.19 billion yuan, with no controlling shareholder; the largest shareholder holds 21.67% of the company [1]. - In the first quarter of 2025, both Changxin Storage and Yangtze Memory Technologies are expected to achieve quarterly revenues exceeding 1 billion USD, indicating a significant milestone for domestic storage enterprises [3]. Group 3: Product Development and Innovation - Changxin Storage successfully developed China's first 8Gb DDR4 chip in 2018 and launched its self-manufactured memory chip project in 2019 [2]. - The company introduced the LPDDR5 series products in November 2023, including 12Gb LPDDR5 chips, which have been validated by major domestic smartphone manufacturers [2]. Group 4: Industry Impact - The rise of Changxin Storage and Yangtze Memory Technologies is seen as a catalyst for the domestic storage industry, promoting technological upgrades and reducing reliance on imported memory chips [3].
中国产业叙事:兆易创新
新财富· 2025-04-10 07:30
Core Viewpoint - The article discusses the evolution of China's semiconductor industry, particularly focusing on the rise of Zhaoyi Innovation as a key player in the storage chip market, highlighting its strategic innovations and market positioning that have allowed it to overcome technological barriers and compete globally [1][2]. Group 1: Historical Context and Initial Breakthroughs - At the beginning of the 21st century, China's semiconductor industry faced significant challenges, with a heavy reliance on imports for high-value chips, particularly integrated circuits, which only met 22% of domestic demand in 2007 [1]. - The establishment of Zhaoyi Innovation in 2008 marked a pivotal moment, as it successfully developed the first domestically produced 180 nm SPI NOR Flash chip, breaking the reliance on imports for critical components in embedded systems [2][4]. Group 2: Technological Innovations and Market Expansion - In 2013, Zhaoyi Innovation launched the world's first SPI NAND Flash and a 32-bit MCU series, filling gaps in the domestic market and creating an ecosystem that combined storage and microcontroller technologies [8][9]. - The introduction of the SPI NAND Flash significantly reduced the complexity and cost of system design, allowing Zhaoyi Innovation to penetrate markets dominated by international giants [9][10]. Group 3: Capital and Globalization - Zhaoyi Innovation went public in 2016, raising 580 million yuan to fund advanced technology research, which catalyzed a series of innovations and partnerships, enhancing its competitive edge in the semiconductor market [13][14]. - The company has strategically aligned with domestic foundries like SMIC to ensure a stable supply chain and has expanded its product offerings to include RISC-V architecture MCUs, enhancing its market presence [15][16]. Group 4: Industry Restructuring and Future Outlook - The collaboration with Hefei Industrial Investment to develop a 19 nm DRAM project signifies a major step towards establishing a fully integrated domestic DRAM supply chain, aiming to break the international monopoly in this sector [18][19]. - Zhaoyi Innovation's strategic focus on niche markets and its ability to adapt to market demands have positioned it well for future growth, with plans to extend its product lines into DRAM and sensor technologies [24][27].