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南亞新材(688519.SH):在AI領域,公司VLL等級與華為已展開合作
格隆匯 08-11 09:12

格隆匯8月11日丨南亞新材(688519.SH)近期在接待機構投資者調研時表示,EGS平台主要應用VLL等級材料。隨着EGS平台切換加速,該等級材料將成為市場的主流,用量超過原有的5G通訊類應用。目前來看,服務器用量每年約在1500萬台左右,每一台服務器相當於覆銅板1~1.2張用量,未來市場極大。公司EGS平台對應等級材料,均已在主流廠家通過認證,具備量產能力。在AI領域,公司VLL等級與華為已展開合作。目前VLL等級材料出貨已佔公司高速整體出貨量50%以上,該領域的出貨量有望持續提升。

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