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Kying Securities: The rise of near-memory computing technology has become a new mainstream for chip performance improvement in the AI era.
Among them, the HBM and CUBE solutions are gradually leading the transformation of the Industry.
Ingenic Semiconductor (300223.SZ): The company's X series products are mainly used for various smart Hardware products in AIOT.
On February 25, Gelonghui reported that Ingenic Semiconductor (300223.SZ) stated on the investor interaction platform that the company's X series products are mainly used for various smart Hardware products in AIOT, including QR code devices, biometric recognition, Education electronics, printers, smart locks, and vacuum cleaners.
Ingenic Semiconductor (300223.SZ): The company's Memory Chips and analog interconnect chips can be used in multiple systems within Autos.
On February 21, at the investor interaction platform, Ingenic Semiconductor (300223.SZ) stated that the company's Memory Chip and analog interconnection chip can be used in various systems of Autos.
Ingenic Semiconductor (300223.SZ): The sales revenue of SRAM is relatively stable.
On February 14, Gelonghui reported that Ingenic Semiconductor (300223.SZ) recently stated in an investor relations activity that the sales revenue of SRAM has been relatively stable, with clients mainly from Autos and industrial sectors. The prices have also been quite stable, maintaining a good gross margin.
Ingenic Semiconductor (300223.SZ): Most of the customers for the computing chips are domestic clients.
On February 14, Gelonghui stated that Ingenic Semiconductor (300223.SZ) recently indicated during investor relations activities that most of its customers for computing chips are domestic clients, over 20% of its income from Memory Chips comes from domestic clients, and approximately 50% of its income from Analog Chips comes from domestic clients.
Ingenic Semiconductor (300223.SZ): has algorithms, NPU and other AI technologies, applied in some of the company's computing chip products.
On February 14, Gelonghui reported that Ingenic Semiconductor (300223.SZ) recently mentioned in its investor relations activities that the company has algorithms, NPU, and other AI technologies applied in some of its computing chip products. The company's SOC chips integrate key modules developed in-house, including CPU, VPU, NPU, ISP, among others, with different computing chip products having different configurations.
Ingenic SemiconductorLtd (SZSE:300223) Is Looking To Continue Growing Its Returns On Capital
