共進股份(603118.SH):目前公司AI服務器業務正在推進當中
格隆匯11月7日丨有投資者向共進股份(603118.SH)提問:請問總經理:AI服務器量產了沒有,有訂單了沒有,數據交換機400G華為是大客户?800G交換機量產了沒有?一個小散真誠的期待。
共進股份回覆:投資者您好,非常感謝您對共進股份的關注!目前公司AI服務器業務正在推進當中,具體的訂單節奏要看客户的需求以及合作落地的情況。數通業務具體客户受商業協定要求,不便透露。此外,從目前的市場情況看,400G交換機尚處於上量的過程中,800G交換機更多是應用在一些重要場景上,起量還需要一點時間。
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