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大族激光(002008.SZ):大族數控目前沒有和GPU及服務器終端客户直接合作

格隆匯5月26日丨有投資者在投資者互動平台向大族激光(002008.SZ)提問,“目前伴隨着人工智能的發展,大型gpu設備和服務器設備 需求激增,目前大族在pcb方面是否和國內的gpu和服務器製造商有深入合作,訂單情況如何,能否填補國內消費端疲軟的空缺。”

公司回覆稱,公司控股子公司大族數控目前沒有和GPU及服務器的終端客户直接合作,但對應的主要PCB產品包括FC-BGA載板及高多層板,公司都有積極參與行業龍頭PCB企業的相關開發項目,研發的微小孔激光鑽孔機、高精度激光成型機等獲得載板頭部客户的認可,而3D背鑽功能的CCD六軸獨立控制機械鑽孔機等則對高速處理的AI服務器高多層基板的信號完整性提供可靠性背鑽加工。

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