博敏電子(603936.SH):目前已可以量產400G交換機用PCB
格隆匯3月15日丨博敏電子(603936.SH)在投資者互動平台表示,公司在HDI領域已有長達15年的技術積累和沉澱,且已掌握任意階HDI產品的生產工藝技術並實現了量產,交換機便是任意階HDI領域的一個應用,公司子公司江蘇博敏產品定位高多層、任意階HDI、傳感器、IoT模塊等,目前已可以量產400G交換機用PCB,鑑於800G交換機PCB對技術要求更高、在高速材料認證的週期需要較長時間,且當前800G商用交換機的市場需求還不算特別大,如您所説會在明年開始加速滲透,所以公司現階段集中更多的資源和精力在400G交換機PCB上,當然公司也在密切關注800G交換機商用落地進程,堅持以客户需求為導向,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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