伯恩斯坦-中国半导体:全球存储接口芯片竞争态势深度剖析-China Semiconductors Global Memory Interface Chip:Competitive dynamics deep dive-20260727.pptx

伯恩斯坦-中国半导体:全球存储接口芯片竞争态势深度剖析-China Semiconductors Global Memory Interface Chip:Competitive dynamics deep dive-20260727.pptx

Wehighlightedinourmemoryinterfacechipindustrydeepdivethatallthreemajorsectorvendors(Montage,Renesas,Rambus)willbenefitfromtheagenticAIboom,inthereportweprovideadeepdivetothecompetitivedynamicswithafocusonRambus(RMBS,notcovered).Ourindustry

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