普冉股份(688766.SH):NOR Flash和EEPROM在服務器、交換機和相應光模塊中都有對應的應用場景
格隆匯9月1日丨有投資者向普冉股份(688766.SH)提問:請問AI對DRAM、NAND帶來更大體量需求,NOR Flash和EEPROM的需求是否也會增加?公司在服務器等下游客户出貨情況及未來展望如何?
普冉股份回覆:NOR Flash和EEPROM在服務器、交換機和相應光模塊中都有對應的應用場景,因此,未來AI需求會帶動NOR和EEPROM需求增長。公司不直接提供AI芯片產品,但是存儲在相關領域有較多的應用空間,目前公司已有相關領域的出貨,這也是公司未來中大容量產品的重點突破方向。謝謝!
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