高盛发表报告,重申对澜起科技(06809.HK) 的正面看法,看好其受惠于CPU上AI工作负载增加所带动的内存界面IC需求增长,并认为公司积极拓展产品线,包括MRDIMM、PCIe、CXL、以太网路及光互连IC,将支持公司长期发展,使澜起科技能捕捉新的AI互连市场规模。该行预期MRCD和MDB将成为澜起科技强劲的短期推动力,其第二代产品已进入大规模送样阶段,并吸引了客户的浓厚兴趣,正等待相容的...
Source Link高盛发表报告,重申对澜起科技(06809.HK) 的正面看法,看好其受惠于CPU上AI工作负载增加所带动的内存界面IC需求增长,并认为公司积极拓展产品线,包括MRDIMM、PCIe、CXL、以太网路及光互连IC,将支持公司长期发展,使澜起科技能捕捉新的AI互连市场规模。该行预期MRCD和MDB将成为澜起科技强劲的短期推动力,其第二代产品已进入大规模送样阶段,并吸引了客户的浓厚兴趣,正等待相容的...
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