Group 1: Company Overview - Dongxin Semiconductor Co., Ltd. is actively engaging with investors and analysts to discuss its recent operational performance and product advancements [1]. - The company has introduced significant advancements in its SLC NAND Flash products, particularly in SPI NAND Flash technology, which supports dual voltage options of 3.3V and 1.8V [1]. Group 2: Product Advantages - The integration of storage arrays, ECC modules, and interface modules into a single chip has led to reduced chip area and lower product costs, enhancing market competitiveness [1]. - The company has achieved AEC-Q100 certification for its automotive-grade products, which are applicable in ADAS and in-vehicle infotainment systems [1]. Group 3: Market Demand and Orders - The company reports improved order visibility, with both monthly and quarterly orders being observed, particularly in sectors like network communication [1]. - There is a noted increase in demand for SLC NAND applications, including new smart wristband solutions with a maximum capacity of 4Gb [2]. Group 4: Supply Chain and Production - The company maintains strong relationships with wafer foundries to ensure supply chain stability and support business development [2]. - The overall capacity utilization rate for SLC NAND remains high, indicating robust production capabilities [1].
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(2023年12月21日)