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研报掘金丨长江证券:澜起科技业绩逐季改善显著,维持“买入”评级

Research Report Nuggets丨Changjiang Securities: Lanqi Technology's performance improved significantly from quarter to quarter, maintaining a “buy” rating

Gelonghui Finance ·  Apr 15 16:58
Gelonghui, April 15 | Changjiang Securities Research Report pointed out that thanks to the continuous increase in DDR5 penetration rate, Lanqi Technology (688008.SH) DDR5 memory interfaces and supporting chips ushered in a sharp rise in volume and price, and performance improved markedly from quarter to quarter. As a leading international data processing and interconnect chip design company, the company's product strength builds the company's core competitiveness. Demand is picking up+DDR5 is rapidly penetrating, and the company's memory interfaces and supporting chips are expected to continue to increase; at the same time, with the continuous promotion of the company's CXL, PCIe, and Jinjue server products on clients, the company is expected to usher in continued growth in performance. Maintain a “buy” rating.

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