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Company Profile

Longsys
Longsys 江波龙 🔥 HOT 301308.SZ,09976.HK
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One-line positioning

Longsys is a branded semiconductor memory company founded in 1999, covering embedded storage, solid state drives, mobile storage and memory modules, and competing on vertically integrated controller design, memory chip design, firmware development and packaging and testing across consumer, enterprise and industrial grades.

Key facts

The legal entity is Shenzhen Longsys Electronics Co., Ltd., established on 27 April 1999 and headquartered in Qianhai, Shenzhen. It listed on the ChiNext board of the Shenzhen Stock Exchange in August 2022 (301308) and on the Main Board of HKEX on 8 September 2026 (09976.HK), becoming the first independent semiconductor memory company dual-listed in both markets. Revenue reached RMB 22.766 billion in 2025. At the end of 2025 it employed 1,240 R&D staff across five R&D centres in Shanghai, Chengdu, Shenzhen, Zhongshan and Campinas, Brazil, and held 610 granted patents, including 218 invention patents. It operates three brands: FORESEE, Lexar and Zilia.

Products & tech

Product lines span embedded storage (eMMC, UFS, ePOP, LPDDR and Subsize eMMC), solid state drives (enterprise, industrial, automotive, PCIe and SATA), mobile storage (memory cards and USB drives) and memory modules (DDR4, DDR5, RDIMM and LPCAMM2). The company has designed eight in-house controller chips, six of them commercialised, and has taped out nine self-designed SLC NAND Flash memory chips. On the firmware side all product lines share one platform, extended by HLC advanced caching and the iSA storage agent for on-device AI inference. In March 2026 it launched the SPU storage processing unit controller, built on a 5nm process with up to 128TB per drive. Manufacturing includes SiP and multi-die stacking capability in Suzhou, a dedicated data centre storage line in Zhongshan, and packaging, testing, SMT and assembly plants in Atibaia and Manaus, Brazil.

Market position

Measured by 2025 memory product revenue, the company ranks second among independent semiconductor memory vendors worldwide with a 1.2 percent share, and first among independent memory vendors in China. By product category it is the world's sixth largest embedded storage manufacturer, fourth largest mobile storage manufacturer and sixth largest SSD manufacturer. By brand, FORESEE ranks second among global B2B memory brands at 0.5 percent share, Lexar ranks second among global independent B2C memory brands at 3.3 percent, and Zilia is the largest independent memory brand in Latin America.

Founded1999 HQShenzhen ListingSZSE Sitehttps://www.longsys.com/

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EAF Insights Embodied AI Frontier · Industry Watch Updated 2026-11-14
Longsys drew attention after third-party teardown reports indicated its embedded storage products are used in Unitree's robot dogs. The company also said it is sampling high-performance storage solutions and signaled interest in the embodied AI space. Key developments center on entering the robotics supply chain and advancing high-performance storage products, though cooperation details and product specifications remain undisclosed. Overall, Longsys is seeking to extend its storage business into embodied AI and robotics scenarios, with follow-through depending on sampling validation and customer adoption.
Compiled from public sources and official disclosures EAF Editorial
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