澜起科技：内存接口芯片全球第一，它却不能涨价，利润从哪来？｜EP36

from 投研随身听 · host 慢研播客

澜起科技占全球内存接口及配套芯片市场约42%的份额，2025年收入54.6亿元，其中94%来自这类芯片。管理层公开说大部分产品仍在降价，毛利率却从2022年的58.7%升到2025年的65.6%。这期从一百二十五皮秒与十三厘米的物理限制出发，解释公司卖的不只是一颗芯片，而是国际标准规定在每条内存条上的位置；也通过与Rambus的对照，拆解澜起为什么把架构贡献给开放标准、放弃高额专利费，以及利润如何来自位置数增加和产品代际领先。信息截止：2026-08-23。本节目不构成投资建议。

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澜起科技：内存接口芯片全球第一，它却不能涨价，利润从哪来？｜EP36

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