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Asia vets Storage (688525.SH): providing ROM+RAM memory chips for Meta's latest AI smart glasses Ray-Ban Meta.
On August 8th, Growatt Stores (688525.SH) stated on the investor interaction platform that the company provides ROM and RAM storage chips for Meta's latest AI smart glasses, Ray-Ban Meta. The Ray-Ban Meta smart glasses series is equipped with the first-generation Qualcomm Snapdragon AR1 platform, which is uniquely designed and optimized for power consumption limits in heat dissipation to create lightweight smart glasses. With the layout of integrated research and development and testing, the company has strong competitive advantages in the field of smart wearables and is able to optimize firmware algorithms in areas such as low power consumption and fast response.
Does BIWIN Storage Technology (SHSE:688525) Have A Healthy Balance Sheet?
BeWe Storage (688525.SH): will actively explore new interfaces, new media, storage and computing integration, advanced testing equipment and other innovative fields.
Beiwei Storage (688525.SH) recently stated during a visit with institutional investors that the company is continuing to strengthen its research and development of integrated packaging and testing, involving key aspects of the storage solution development, controller chip design, storage chip packaging/testing/wafer-level advanced testing, storage testing equipment and other industry chain links. The company plans to use the proceeds from the offering to construct wafer-level advanced testing projects, covering wafer level chip-scale packaging (WLCSP), 2.5D/3D and other wafer-level advanced packaging technologies. Additionally, the company will actively explore new interfaces, new media, storage-computation integration, advanced testing equipment and other innovation areas.
Beijing BDStar Navigation Co., Ltd. (688525.SH): Has launched vehicle-grade storage chip products such as eMMC, UFS, and LPDDR for smart automobiles.
Recently, during the reception of institutional investors, Biwin Storage (688525.SH) stated that according to Gartner data, it is expected that by 2024, global consumption of NAND Flash memory for ADAS will reach 4.15 billion GB, with a compound annual growth rate of 79.9% from 2019 to 2024. With the increasing level of automobile intelligence, the demand for storage chips and modules continues to increase, bringing new market opportunities to semiconductor memory manufacturers. The company obtained the IATF16949:2016 automotive quality management system certification in 2018.
Baiwei Storage (688525.SH): Huizhou Baiwei specializes in storage testing and SiP testing. Currently, the production capacity utilization rate is at a high level.
On July 24th, Gleamray Storage (688525.SH) stated during a reception with institutional investors that in terms of storage and SiP testing, Huizhou Baivee specializes in packaging technology, which is domestically leading. Currently, they possess the production capacity for advanced processes such as 16-layered Die, 30-40μm ultra-thin Die, and multi-chip heterostructure integration, reaching an international first-class level. At present, the production capacity utilization rate is relatively high, and the company is stepping up the expansion of the Huizhou packaging manufacturing center's production capacity to meet customer delivery needs.
By having self-contained testing and manufacturing capabilities, Baowei Storage (688525.SH) can ensure their customers' delivery time and product quality.
On July 24, Great Wisdom announced that during a reception with institutional investors, Huizhou Baiwei stated that it has two production modules for chip packaging and module manufacturing. The chip packaging production module carries out the packaging and testing process from wafers to chips, mainly for the production of embedded storage products, and provides NAND Flash chip raw materials for the module manufacturing production module; the module manufacturing production module mainly carries out SMT, shell assembly, and finished product testing, mainly for the production of consumer/industrial storage products such as solid-state drives, memory bars, and storage cards. During the product delivery process,
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