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勝宏科技(300476.SZ):現已推出高階HDI、高頻高速PCB等多款AI服務器相關產品

格隆匯9月20日丨勝宏科技(300476.SZ)於2023年9月19日進行投資者關係活動,就“在可以透露的範圍內,能不能説一下給英偉達,特斯拉DOJO以及其他大公司的供貨情況,自家的產品在友商中的競爭力,以及下半年和明年的展望”,公司回覆稱,公司專業從事高密度印製線路板的研發、生產和銷售,主要產品有高端多層板、HDI板等。產品最終廣泛應用於亞馬遜、微軟、思科、Facebook、谷歌、三星、英特爾、英偉達、AMD等國內外眾多知名品牌。隨着AI應用場景的逐漸落地,將帶動網絡、計算技術進入新一輪高速創新期,並推動數據中心高質量發展,服務器類產品的更新換代,相關的路由器、數據存儲、AI加速計算服務器產品也有望迎來高速成長,對高階HDI、高頻高速PCB產品出現強勁需求,對PCB行業發展產生積極正向影響。公司深耕核心客户核心產品,不斷優化和升級PCB產品的核心技術。現已推出高階HDI、高頻高速PCB等多款AI服務器相關產品,可完全滿足客户對高端PCB產品的需求。

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