研报掘金丨广发证券：维持澜起科技“买入”评级，目标价108.78元

格隆汇2025-06-30

广发证券研报指出，澜起科技内存接口和SERDES双轮驱动成长。从MRCD/MDB芯片来看，公司推出第二子代MRDIMM产品，已成功向全球主要内存厂商送样。大模型推理本地部署和内存颗粒厂商模组化竞争两个需求有望推动MRDIMM加速起量。PCIe Retimer芯片用于CPU和GPU的连接，充分受益国内算力的发展。目前依托自主研发SerDes 技术的核心优势，公司正在积极布局PCIe Switch等新...

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