博敏電子(603936.SH):擁有配套100G/400G數連印製板相關的技術儲備並在市場上獲得小批量應用
格隆匯12月15日丨博敏電子(603936.SH)在投資者互動平台表示,公司積極佈局服務器、數連產品等高景氣細分賽道,主要定位高端服務器用板,相關產品在高速材料應用、加工密度以及設計層數等方面均有較大優勢。公司亦擁有配套100G/400G數連印製板相關的技術儲備並在市場上獲得小批量應用,公司正密切關注該領域的技術發展趨勢和下一代服務器計算平台/EGS和800G交換機商用落地進程,以客户需求為導向,積極推進相關研發和生產工作,緊抓AI算力模型帶來的眾多機遇。
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