NAND FLASH
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振华风光(688439.SH):目前存储芯片属于小批量订单状态
Ge Long Hui· 2025-11-07 08:12
Core Viewpoint - The company, Zhenhua Fengguang (688439.SH), is actively developing its storage chip product line, which includes various types such as NAND FLASH, EMMC, DDR, EEPROM, and NOR FLASH, with approximately 10 products having completed the transition to production and received small batch orders [1] Group 1 - The company is currently validating a 64GB product, and the progress of this work is reported to be smooth [1] - The focus remains on technological innovation and product development [1] - Currently, the storage chip orders are in a small batch status, and fluctuations in storage chip prices have minimal impact on the company [1]
龙虎榜复盘 | 新凯来概念股午后逆势大涨,机构大买一高位存储股
Xuan Gu Bao· 2025-10-10 10:13
Group 1 - Institutional trading saw 44 stocks listed, with 23 experiencing net buying and 19 net selling [1] - The top three stocks with the highest net buying by institutions were: Deep Technology (341 million), Xiyu Co. (151 million), and Dawi Co. (60.7 million) [1] - Deep Technology received a net buying of 341 million from two institutions, amid reports of a potential 30% increase in DRAM prices in Q4, with some specifications possibly exceeding a 50% rise [2] Group 2 - Deep Technology specializes in high-end storage chip packaging and testing, including DRAM, NAND FLASH, and embedded storage chips [2] - Longxin Technology has completed its IPO counseling report as of October 10 [3] - Hefei Urban Construction's subsidiary invested 40 million in a local capital innovation fund, which in turn invested 450 million in Longxin Technology [4]