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东芯股份(688110) - 东芯半导体股份有限公司投资者关系活动记录表(2024年半年度沪市半导体行业集体路演)

Group 1: Company Performance and Market Outlook - As of June 30, 2024, the total number of ordinary shareholders is 23,400 [1] - The company anticipates a recovery in the niche storage market, with demand expected to improve in the second half of 2024 [2] - The visibility of orders in the network communication sector is high, while the monitoring and security sector is expected to remain stable compared to the first half of the year [2] Group 2: Product Development and Innovation - The company is focused on providing reliable and efficient storage products and design solutions, emphasizing technological innovation in storage chip design [2] - A new subsidiary, Yixin Tonggan, has been established to engage in the design and development of Wi-Fi 7 chips [2] - The company has invested in Lishuan Technology for the development of scalable graphics rendering chips [2] Group 3: Industry Trends and Demand - The overall industry demand is gradually recovering, with an increase in domestic demand for storage chips from local automotive manufacturers [2] - The company aims to explore integrated solutions in the "storage, computing, and connectivity" domain to meet diverse customer needs [2]