Dosilicon(SH:688110)2024-11-11 10:07Group 1: Company Performance Overview - The company has made significant progress in the R&D of 1xnm SLC NAND Flash products, achieving key performance indicators while continuing design optimization and process debugging [1] - In the first three quarters, the company recorded an asset impairment loss of -15.9777 million, showing a significant decrease compared to the previous year due to a recovering downstream application market [1] Group 2: Product Development and Market Position - The company is focusing on the development of mid-to-high capacity NOR Flash products (64Mb-1Gb) based on 48nm and 55nm processes, targeting different customer segments to ensure performance, power consumption, and cost-effectiveness [2] - The SLC NAND Flash product line covers storage capacities from 512Mb to 32Gb, offering flexibility in interface types and voltage options, meeting diverse application needs [2] - The reliability of the company's products is highlighted, with endurance exceeding 100,000 write cycles and data retention in extreme conditions for up to 10 years, moving towards automotive-grade standards [2] Group 3: Market Conditions and Pricing - The company anticipates stable foundry prices in the second half of the year as capacity constraints ease, indicating a relatively calm market environment [2]