Dosilicon(688110)2024-03-04 10:31Group 1: Company Overview - Dongxin Semiconductor Co., Ltd. held an investor relations activity from February 29 to March 1, 2024, focusing on recent operational updates [1]. - The company is listed under the stock code 688110 [1]. Group 2: Market Competition and Product Development - The competition in the NOR Flash market is intense, with domestic players focusing on two main R&D directions: small packaging forms based on SONOS platform and higher capacity applications for industrial and automotive sectors [1]. - Current NOR Flash products include capacities up to 64Mb and 1Gb, with future plans to expand into high-capacity NOR for industrial and telecom applications [1]. Group 3: Customer Demand and Market Trends - There is a growing demand for higher capacity storage chips driven by advancements in applications such as the upgrade from WIFI 5 to WIFI 6, enhanced surveillance equipment, and the rise of AI-related products [2]. - The semiconductor industry is characterized by cyclical trends, with expectations of recovery in demand due to the rise of data-intensive applications like big data, metaverse, and autonomous driving [2]. Group 4: Product and Customer Structure Adjustments - The company plans to expand its product line and continuously update product capacities and processes [2]. - Efforts will be made to maintain partnerships with benchmark customers across various application fields while actively exploring new high-quality customer opportunities [2].