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Baiwei Storage (688525.SH): The Go2 smart robotic dog from Yushu Technology has applied the company's LPDDR4X and eMMC storage products.
Gelonghui, May 7th丨 Baiwei Memory (688525.SH) stated on the investor interaction platform that due to Siasun Robot&Automation needing to quickly store and retrieve data when performing tasks such as environmental perception, motion control, and voice interaction, there has been a significant increase in the demand for high bandwidth, low latency, and large capacity Memory Chips. The company has launched products suitable for the Asia Vets field such as eMMC, UFS, BGASSD, and LPDDR4X/5/5X, and is actively expanding to leading clients in the Asia Vets field. According to a third-party media disassembly report, the company's products have already been applied in Yushu Technology's Go2 intelligent robot dog.
Race track Hyper | Weak downstream demand: Baiwei Storage turned from profit to loss in Q1.
There is an urgent need to break through high value-added categories.
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