Core Viewpoint - The company is transitioning towards a value-driven model, focusing on large clients and adapting to fluctuations in raw material prices, which impact performance results [1] Group 1: Business Strategy - The company is developing a value model with a primary focus on large customers [1] - The company has established a partnership with SanDisk to launch customized high-quality UFS products and solutions targeting the mobile and IoT markets [1] Group 2: Product Development - The company's eSSD and RDIMM products have passed compatibility verification with multiple domestic CPU platforms, including Kunpeng and Haiguang, making them suitable for various scenarios such as internet, telecommunications, and finance [1] Group 3: Financial Performance - The company indicates that the gross margin situation for the first half of the year will be confirmed in the upcoming 2025 semi-annual report [1]

杨宇轩 电子行业分析师 执业编号：S1500525010001 邮箱：yangyuxuan@cindasc.com 证券研究报告 行业研究 [行业周报 Table_ReportType] | [Table_StockAndRank] 电子 | | | --- | --- | | 投资评级 | 看好 | | 上次评级 | 看好 | [Table_Author] 莫文宇 电子行业首席分析师 执业编号：S1500522090001 邮 箱：mowenyu@cindasc.com Marvell 上调 AI 市场展望，ASIC 和 GPU 需求 共振 [Table_ReportDate] 2025 年 6 月 22 日 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲127号金隅 大厦B座 邮编：100031 [Table_Title] Marvell 上调 AI 市场展望，ASIC 和 GPU 需 求共振 [Table_ReportDate] 2025 年 6 月 22 日 本期内容提要: [Table_S [Table_Summary ummary] ] 请阅读最 ...

江波龙（301308）公告，2025年6月16日，全资子公司Longsys Electronics(HK)Co.,Limited与Sandisk Technologies,Inc.签署了《Binding Memorandum Of Understanding》。此次合作将整合江波龙在主控芯 片、固件研发和封测制造等方面的领先能力，以及Sandisk在闪存(NAND Flash)技术和系统设计等领域 的领先优势，面向移动及IOT市场推出定制化的高品质UFS产品及解决方案。本次《备忘录》不涉及销 售金额，对公司本年度经营业绩不会构成重大影响，对公司未来年度财务状况和经营业绩的影响尚有不 确定性。 ...