博敏電子(603936.SH):服務器產品主要定位HPC服務器用板並逐漸向AI服務器延伸
格隆匯2月28日丨博敏電子(603936.SH)在投資者互動平台表示,公司積極佈局相關高景氣細分賽道,其中,服務器產品主要定位HPC服務器用板並逐漸向AI服務器延伸,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,與相關客户建立了長期穩定的合作關係並得到認可。去年上半年公司在數據/通訊業務領域實現營業收入同比有所上升,其中又以HPC服務器PCB產品收入同比增長較多。隨着AI服務器出貨呈現高增的態勢,帶動交換機、數連產品滲透加速,公司充分把握結構性機會,以此為抓手,重點發展交換機及數連產品業務,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。展望未來,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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