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江波龍(301308.SZ):與各大客户就AI PC,AI手機保持着密切溝通以及深入合作
格隆匯 03-04 20:09

格隆匯3月4日丨江波龍(301308.SZ)在投資者互動平台表示,根據第三方機構預測,到2025年,生成式人工智能產生的數據將佔據人類全部數據的10%,人工智能技術正加速數字經濟的發展,具體到半導體存儲行業,人工智能有望明顯推動AI服務器的發展,目前公司是國內較少能夠同時供應RDIMM (如DDR5等服務器內存)以及eSSD(服務器固態硬盤)的存儲公司,公司的產品、研發佈局能夠較好的滿足AI服務器的需求。除此之外,對於AI輕量化落地市場,如AI 手機,AI PC等,公司的DDR4、DDR5、SSD產品均可望廣泛應用,公司與各大客户就AI PC,AI手機保持着密切溝通以及深入合作。同時,公司的其他產品、研發佈局,如自研固件的商業級UFS 3.1產品以及車規級UFS 2.1產品、自研存儲芯片(SLC NAND、MLC NAND、自研主控芯片),以及晶圓級封裝測試等各項業務, 這些投入均將為公司在未來人工智能的加速發展下,實現更好更快的增長打下堅實基礎。

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