Lates News

date
07/06/2025
Beijing Junzheng received research visits from West Securities, JPMorgan Chase, Ping An Securities, and others on June 5th. Zhang Min, the secretary of the board of directors, stated that the development of 3D DRAM is still ongoing and the progress is generally in line with expectations. As 3D DRAM is a customized product that can meet the personalized needs of customers, it can provide better bandwidth and power support compared to HBM. Many customers we have contacted are interested in 3D DRAM, but we feel that the market is still in the exploration stage overall, and there may not be mass-produced products this year. When asked about the potential impact of EDA (Electronic Design Automation) restrictions on the company, Zhang Min replied that it is currently unclear.