南亞新材(688519.SH):目前已在美商H公司、J公司完成部分材料認證
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,全國產化版本的高速材料,已經於2022年Q4開始實現批量量產,主要應用於數通、無線、服務器產品,重點是VLL、ULL層級,該兩個層級材料佔比相對較高,於PCB、OEM客户端反饋良好。
公司產品除了佈局國內市場,加快境外拓展步伐也是公司既定目標之一。目前已在美商H公司、J公司完成部分材料認證,並同步佈局中國台灣ODM市場,於F公司、Q公司完成VLL層級的產品認證。主要佈局服務器領域。
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