高盛:江波龙_存储模组供应商拓展企业级市场;控制芯片预计 2025 年放量
10 June 2025 | 11:03AM HKT China Semis: Longsys (301308.SZ): Memory module supplier expanding to enterprise market; Controller IC to ramp up in 2025E We talked to Longsys (301308.SZ, Not Covered) management recently. Longsys is memory module supplier and provides embedded memory, SSD, DRAM modules for consumer, automotive and enterprise clients. Overall, management is positive on company's expansion to enterprise market, driven by rising demand on storage solution with high bandwidth and low latency, with r ...