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博敏電子(603936.SH):公司PCB產品在服務器領域主要定位高端服務器用板

格隆匯6月6日丨有投資者向博敏電子(603936.SH)提問,“請問貴公司的產品是否可以實現在英偉達同類型產品的替代?或者能否具備研發英偉達配套產品的能力”

博敏電子回覆稱,公司PCB產品在服務器領域主要定位高端服務器用板,相關產品在高速材料應用、加工密度以及設計層數等方面均有較大優勢。作為連接上層芯片和下層PCB的核心,IC載板在PC、服務器、AI芯片、存儲、Module多領域驅動疊加Chiplet技術發展下有廣泛應用。公司首條封裝載板試產線已於去年8月在江蘇博敏二期工廠投入運營,正式涉足IC封裝載板領域。

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