格隆汇11月19日｜华虹公司在业绩说明会上表示，公司从事的存储业务是NOR FLASH，这是整个闪存 业务的一个细分市场，在第三季度看到闪存业务都很强劲。整体NORFLASH市场有稳定的增长，但我 们的第三季度增长率显然快于整体市场，这可能更多与我们自身的情况有关，我们的55nm NOR FLASH在过去几个季度开始进入量产阶段，同时55nm MCU也正在进入量产。明年或后年，我们将推出 40nm产品，这将给我们带来另一个推动力。 ...

Core Viewpoint - The company, Yintan Zhikong (300131.SZ), has announced its involvement in the storage chip market, offering a range of products including DRAM, NAND flash, NOR FLASH, EMMC, and SSDs [1] Product Line Summary - The company's product line includes various types of storage devices, specifically DRAM, NAND flash, NOR FLASH, EMMC, and SSDs [1] - The company represents several brands in its product offerings, including Baiwei, Shichuangyi, Jincun, Dongxin, and Xintianxia [1]

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]

Core Viewpoint - The storage chip price increase cycle may continue until next year, with a more pronounced impact on the consumer market and a complex situation in the industry market [1] Group 1: Product Development and Market Trends - The company has been producing LPDDR4 for several years, but earlier products were based on 25nm technology, which limited cost-effectiveness [1] - From last year to this year, the company has introduced products based on 20nm, 18nm, and 16nm technologies, with increasing capacities of 4G, 8G, 16G, and 32G LPDDR4 products expected to be available [1] - The sales proportion of LPDDR4 products is anticipated to gradually increase starting next year [1] Group 2: Growth in NOR FLASH and NPU Development - There is a notable growth in large-capacity NOR FLASH products, with a growth rate surpassing that of DRAM [1] - The company currently has an NPU with multi-T capabilities and is increasing R&D efforts, expecting to launch IPC products with 4T computing power by mid-next year [1] - Further development of higher computing power NPU modules is also planned [1]