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citic sec: Four industry associations have spoken out, calling for the localization of chips, which has a significant guiding role in the direction.
On December 3, 2024, the four major industry associations of china's semiconductors/autos/internet/communication companies collectively issued a statement, firmly opposing the usa's export restrictions against china, stating that relevant chip products from the usa are no longer safe or reliable, and calling for the active use of chips produced by domestic and foreign enterprises in china.
Ingenic Semiconductor (300223.SZ): There will be plans to research and develop LPDDR5 in the future.
According to an investor relations event on November 28, Gelonghui reported that ingenic semiconductor (300223.SZ) has plans to develop LPDDR5 in the future, but work has not yet begun.
Ingenic semiconductor (300223.SZ): both the storage chip and analog interconnection chip product lines have automotive-grade chip products.
Gelonghui November 22nd | ingenic semiconductor (300223.SZ) stated on the investor interaction platform that the company's storage chips and analog IoT chip product lines both have automotive-grade chip products, with both types of product lines accounting for over 40% of revenue from the automotive market.
Ingenic Semiconductor (300223.SZ): Some computing chips in the consumer electronics field have certain edge-level AI capabilities.
According to an investor interaction platform on November 20th, Glory Union reported that ingenic semiconductor (300223.SZ) offers some computing chips aimed at the consumer electronics sector with certain end-level AI capabilities.
Ingenic Semiconductor (300223.SZ): has launched heterogeneous multi-core processors X2600, T41, etc., used in the fields of vacuum cleaning robots, siasun robots & automation, and so on.
Gelonghui November 20th | Ingenic Semiconductor (300223.SZ) stated on the investor interaction platform that humanoid robots are a type of robot, with main demands for AI, motion control, and real-time performance. The company has launched heterogeneous multi-core processors X2600, T41, applied in fields such as sweeping robots, competitive fighting robots, etc.
Ingenic semiconductor (300223.SZ): Currently, there are no plans to acquire or hold shares in 3D NAND.
Gelonghui November 18th | ingenic semiconductor (300223.SZ) stated on the investor interaction platform that the company is currently not considering acquiring or investing in 3D NAND.