Dosilicon(SH:688110)2023-11-07 10:28Group 1: Company Operations and Product Development - The company is actively developing new products in the SLC NAND Flash segment, with advanced 1xnm SLC NAND Flash products having completed wafer manufacturing and functional verification, currently undergoing wafer testing and process adjustments [1] - In the NOR Flash segment, the company is enhancing its product line with higher capacity new products in the 48nm process, while also advancing new products in the 55nm process through various stages of development [1] - The company aims to enrich its DRAM self-developed product portfolio, with LPDDR4x products currently undergoing sample verification [1] Group 2: Automotive Grade Products - The company has products that have passed AEC-Q100 certification, indicating readiness for automotive applications [2] - The introduction of automotive-grade storage products involves multiple certification stages, including production certification, platform certification by customers, tier-one supplier certification, and overall certification by car manufacturers [2] Group 3: Talent Acquisition and Development - The company has a comprehensive talent team for NAND Flash, NOR Flash, and DRAM product lines, focusing on circuit design, layout, verification, and project management [2] - Continuous recruitment through various channels, including campus and social recruitment, is planned to attract top talent, supported by a robust talent development program and clear career progression [2] Group 4: Market Trends and Pricing - Current prices for the company's storage products are at a cyclical low, with expectations for gradual improvement as demand recovers [2] - The company aims to leverage the domestic integrated circuit industry's development opportunities to become a leading storage chip design enterprise in China, offering a full range of storage chip products [2] Group 5: Niche DRAM Market - According to Trendforce, the global niche DRAM market (including consumer and industrial applications) was approximately $9 billion in 2021, primarily used in set-top boxes, TVs, smart appliances, and industrial control [2]