Dosilicon(SH:688110)2024-12-24 09:50Group 1: Market Trends and Product Pricing - Major manufacturers are gradually exiting niche DRAM markets, leading to stable demand and supply from mainland and Taiwanese competitors [2] - Prices for various product categories have stabilized, with SLC NAND Flash and NOR Flash expected to maintain steady prices; niche DRAM prices saw a slight decline in the second half of the year after a high in the first half [2] - The reduction in supply of DDR3 products by leading manufacturers will help achieve supply-demand balance and price stabilization in the niche DRAM market next year [2] Group 2: Inventory Management and Outlook - The company's inventory consists mainly of raw materials, commissioned processing materials, and finished goods, with a high proportion of raw materials; inventory levels are currently manageable [2] - The first quarter is traditionally a slow season for the industry, with no significant changes expected in price and demand, although AI-related demand may drive some growth [2] Group 3: Product Development and Innovation - The company has made progress in developing advanced 1xnm SLC NAND Flash products, achieving key performance indicators and ongoing design optimization [3] - Ongoing research and development for mid-to-high capacity products based on 48nm and 55nm processes, as well as new DRAM products, are part of the company's strategy to diversify its offerings [3] - The company is exploring integrated solutions in storage, computing, and connectivity to meet customer needs [3]