On November 28, 2023, according to Changxin Storage's official website, Changxin Storage launched the latest LPDDR5 DRAM memory chip. It is the first brand in China to launch a LPDDR5 product developed and produced independently. It has achieved a breakthrough of zero in the domestic market, while also making Changxin Storage's product layout in the mobile terminal market more diverse.

According to a research report released by Nanjing Securities, judging from the cycle reversal order of domestic semiconductor demand, RF > storage, CIS > analog > power. Currently, the 2H23 inventory of high-quality domestic radio frequency companies has been absorbed to the 1H21 level. The next reversal in demand will rotate to the storage sector. Currently, the storage sector has experienced price increases recently. As domestic mobile phone brands continue to launch and the iPhone 15 series is released in the second half of the year, upstream shipping pressure will gradually ease, the memory chip adjustment cycle is coming to an end, and the entire storage market is expected to reach an inflection point.

According to the Finance Federation's theme library, among the relevant listed companies:

Payton Technology, a subsidiary of Shenzhen Technology, can provide complete chip final testing services for DRAM and Flash products. Currently, the wafers processed by Payton come from major memory fabs around the world, and the main focus is Changxin Storage from China.

Semiconductor precursor materials produced by Jacques Technology are mainly used in semiconductor integrated circuit storage and thin film deposition processes for logic chip manufacturing. Currently, they are the main suppliers of Hynix and Hefei Changxin Storage.