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瀾起科技(688008.SH):展望2025年全年,預計DDR5內存接口芯片需求及滲透率較2024年大幅提升

格隆匯4月30日丨瀾起科技(688008.SH)在互動平臺表示,公司聚焦運力需求,已佈局了一系列高速互連芯片解決方案,主要產品包括內存接口芯片(含MRCD/MDB、CKD)、內存模組配套芯片、PCle Retimer、CXL MXC等。公司互連類芯片產品線主要面向全球市場進行銷售,公司與國內外主流的內存模組廠商、CPU廠商及服務器廠商等保持良好的合作關係。受益於AI產業趨勢,行業需求旺盛,展望2025年全年,預計DDR5內存接口芯片需求及滲透率較2024年大幅提升,高性能運力芯片需求呈現良好成長態勢。

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