滬電股份(002463.SZ):基於半導體EDA仿真測試用PCB已實現批量交付
格隆匯1月24日丨滬電股份(002463.SZ)1月23日在接待機構投資者調研時表示,2023年,公司通過了重要的國外互聯網公司對數據中心服務器和AI服務器的產品認證,並已批量供貨;基於PCIE的算力加速卡、網絡加速卡已在黃石廠批量生產;在交換機產品部分,800G交換機產品已開始批量交付,基於算力網絡所需低延時、高負載、高帶寬的交換機產品已批量交付;基於半導體EDA仿真測試用PCB已實現批量交付。
從中長期看,隨着全球通用人工智能技術加速演進,人工智能訓練和推理需求將持續擴大,全球範圍內大型雲服務和互聯網廠商對基礎設施的投資更不會停滯,人工智能、雲計算、大數據、超高清視頻、物聯網、等新一代信息技術的應用和發展將促使全球數字化轉型,隨着數據海嘯的持續增長,數據流和交換速度也必須同樣得到提高,持續驅動數據中心服務器、AI服務器、HPC、交換機和存儲等基礎設施系統對大尺寸、高層數、高階HDI以及高頻高速PCB 產品的強勁需求,並對其技術層次和品質提出更高的要求。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.