20260504-高盛-兆易创新（603986）：利基型 DRAM 与 NOR Flash 将驱动环比增长

摘要

=== Page 1 === Equity Research 4 May 2026 | 11:49AM HKT Gigadevice (603986.SS): Specialty DRAM and NOR Flash to drive sequential growth in 2Q/3Q; 1Q26 Rev/NI beat; Buy Gigadevice reported strong 1Q26

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