君正股份:DRAM新增产能预计2027年后陆续到位 模拟芯片这个季度开始有一定调价

智通财经
Oct 28
【君正股份:DRAM新增产能预计2027年后陆续到位 模拟芯片这个季度开始有一定调价】君正股份发布投资者关系活动记录表公告,公司当前战略聚焦于市场客户、产品能力和供应保障三大关键维度。在市场端,重点拓展NorFlash领域,目前已切入AI服务器市场需求最旺的头部供应商;同时围绕AI存储开展前瞻性研发以把握新的机会。在供应端,NorFlash产能问题已基本解决,但DRAM产能仍受限,新增产能预计2027年后才能陆续到位,因此2027年DRAM增长可能主要还是来自价格提升。在研发端,持续强化研发力量,依托在上海、苏州等地新布局的国内研发基地,推动本土化研发能力提升,并由新团队拓展至新兴市场。此外,模拟芯片前三季度基本没怎么涨价,这个季度会开始有一定调价,一方面受上游材料成本上升影响,另一方面,友商已开始涨价。后续具体涨价幅度会根据市场情况动态调整。

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