At present, domestic storage manufacturers such as Longsys, BIWIN Storage, and GigaDevice have released 2023 annual performance forecasts, and although the performance has declined, the upward dawn has begun to emerge from the fourth quarter of last year and is expected to continue this year. Longsys pointed out in the announcement that from the end of the third quarter of 2023, the measures taken by the original international storage factories to reduce production and reduce capital expenditure have achieved obvious results, and at the same time, due to the decline in unit costs, more terminal consumer demand has been stimulated, especially the gradual recovery of major storage application markets such as mobile phones and PCs, the storage industry has begun to come out of the downward cycle, market demand has recovered, and mainstream memory has continued.
Industry insiders also pointed out that the price increase in the storage market in the first quarter of 2024 has become a trend. At the same time, the emerging application scenarios such as smart cars and AI large models will also generate more storage requirements. This will undoubtedly further boost the development of the entire industry.
With ChatGPT triggering the popularity of artificial intelligence (AI), it will drive the industrial chain of advanced processes and packaging all the way up in 2023. AI not only requires high-computing power chips, but also the demand for high-performance, high-profit HBM memory chips is also growing rapidly. This is where the biggest "outlet" of memory chips lies!
HBM stands on three legs.
The advantage of HBM (High Bandwidth Memory) is that it can directly integrate a dedicated data processor into the DRAM, transferring part of the data computing work from the host processor to the memory, due to the stacking of 8 to 12 layers of silicon wafers, HBM can increase the speed and capacity by ten times compared with the traditional DRAM, and this kind of chip is usually combined with GPU and CPU cores to form a 3D package to further improve the interconnection bandwidth. In order to meet the high bandwidth requirements of AI chip training, HBM is also considered to be the leading storage technology to accelerate the development of next-generation AI technology.
Today I have selected a few memory chip companies that you can focus on, especially the last one. New friends pay attention.
Beijing Junzheng:Beijing Sicheng's products include memory chips and analog interconnection chips, of which memory chips account for nearly 90% of Beijing Sicheng's revenue, and analog interconnection accounts for about 10%. The company's memory chips and analog chips have been mass-produced and sold in the automotive field, and major international Tier1 manufacturers such as Continental, Bocsh, Valeo, etc. are the company's customers.
Ruineng Technology:The company's products include the "Xin Tianxia" series of memory chips. The revenue of the company's memory chip products accounts for about 2 percent of the main business income of the IC product distribution business3%, accounting for about 1 of the company's total main business income6%。
BIWIN Storage:The company is mainly engaged in the application research and development, packaging and testing, production and sales of semiconductor memory storage media. The main products and services include embedded storage, consumer-grade storage, industrial-grade storage and advanced packaging and testing services. The company has launched embedded memory chips such as on-board EMMC, UFS, LPDDR and BGA SSD for the smart car front-end market, which are currently in the stage of customer verification and introduction. In addition, the company's business also covers automotive SSD and memory module products, among which the automotive SSD C1008 is mainly used in the automotive aftermarket such as vehicle monitoring, DVR, etc., and has been supplied to Ruiming Technology, G7 IoT and other industry manufacturers.
Shannon Xinchuang:The company will cooperate with SK hynix, Dapu Microelectronics and other partners to set up a holding subsidiary, Shenzhen Haipu Storage Technology Co., Ltd., tentatively "Haipu Storage"), Shannon Xinchuang accounts for 35%, the company is mainly engaged in the design, production and sales of enterprise-level solid-state storage (SSD).
The most optimistic one: the first stock of memory chips! Send the blogger an envelope with the number six and you're ready to go
Memory chip + chip concept", the company has memory chip solutions, and the products include memory card |microSD SD memory products |DRAM DRAM Module, LPDDR, etc.
Low price + low valuation, the company's market value is less than 10 billion, the stock price is seriously undervalued, and it is at the bottom of the "** pit", which is favored by institutions and main forces.
From a technical point of view, a yang wears more than average + ushers in a strong golden cross of the MACD monthly line, the main force is highly controlled, and a new round of main rise ** is about to start, and now is a good time to lurk.