On December 13, Puran shares (688766. SH) issued a change announcement, the company noticed that the recent "AI headset concept" has received high market attention, and the company explained the relevant situation as follows: general-purpose NOR Flash products can be widely used in wearable markets such as headphones, watches, bracelets, as well as terminal products such as toys and smart AIOT, and the company is a supplier of general-purpose NOR Flash memory chips, supplying SoC main control chip manufacturers such as Bluetooth, audio, and WIFI. The terminal covers many consumer electronics brand customers.

"However, due to the fact that the company provides general-purpose chips, the SoC main control chip manufacturer usually designs a customized solution that meets the needs of terminal brand customers, and the company is not directly involved in the solution design, and the direct impact of related business on the company is uncertain." Puran shares said.

Today, the concept of memory chips fluctuated and strengthened, especially the NOR Flash concept stocks performed actively. As of the close, GigaDevice (603986. SH) daily limit, Puran shares rose by more than 15%, intraday once the daily limit, many shares followed.

The latest price of Puran shares was 123.48 yuan / share, up 15.62%, with a total market value of 13.041 billion yuan. Flush iFinD data shows that the stock has risen by 37.22% this week.

According to public information, Puran is one of the important memory chip providers in China. Its main business is the design and sales of non-volatile memory chips and derivative chips based on memory chips, and its main products include NOR Flash and EEPROM two categories of non-volatile memory chips, microcontroller chips and analog products.

Why is the concept of memory chips suddenly rising? On the news side, recently, ByteDance's "bean bag" ignited the A-share market, and related concepts and product extensions have further attracted attention, and another beneficiary link of the bean bag industry chain has surfaced: Doubao's first AI hardware Ola Friend AI headset.

According to the teardown report of I love audio network, in the ByteDance doubao Ola Friend earphone product, a single earphone is equipped with two 128Mb NOR Flash, which is higher than the amount of general TWS earphones.

Regarding the market outlook, CICC pointed out in a research report today that the recent popularity of earphone products such as ByteDance's bean bag and Ola Friend is expected to become an important entrance to large models and an important growth driver for the NOR Flash market.

According to the analysis of Zhongtai Securities, NOR has the characteristics of fast start, low power consumption and high reliability, and is used with SOC main control chips. In the future, with the continuous innovation of AI headsets, glasses, gamers and other hardware, the NOR market is expected to expand again.

(Disclaimer: The content of this article is for informational purposes only and does not constitute investment advice.) Investors act accordingly at their own risk. ）