博敏電子(603936.SH):交換機PCB目前供貨客户主要以H、新華三、浪潮等為代表的客户羣
格隆匯12月13日丨博敏電子(603936.SH)在投資者互動平台表示,在AI浪潮的推動下,公司也看到了算力PCB市場發展的巨大空間,目前公司400G交換機及數連產品已具備批量生產能力。交換機PCB目前供貨客户主要以H、新華三、浪潮等為代表的客户羣,數連PCB在數據中心和AI領域已經獲得多家頭部客户的認可,並實現高中低端多類型產品批量出貨。展望下半年,伴隨高階產品成熟度的不斷提升以及新客户導入工作的推進,預計數連產品業務將步入加速期,不斷打開新的增長空間。
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