南亞新材(688519.SH):公司NOUYA6G產品已經獲得諸多服務器OEM、ODM客户的認證
格隆匯6月19日丨有投資者向南亞新材(688519.SH)提問:隨着ChatGPT熱度飆升,對算力提出了更高的要求,公司產品是否可以滿足該要求?目前看到哪些新的市場機會?
南亞新材回覆:(1)AI服務器帶來的板件機遇主要是載板、GPU主板、CPU主板,以及大量的加速卡板件,該部分產品相較傳統服務器,板件數量、層數、單價均呈現大幅度上升。(2)公司NOUYA6G產品,為無鹵素、極低損耗材料,該材料在可靠性、電性、加工性、成本方面極具優勢,已經獲得諸多服務器OEM、ODM客户的認證,即將進入到大量產階段,是公司未來3~5年的核心高速產品。
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