博威合金(601137.SH):Soctet基座材料是公司前期部署的重要半導體產業的連接器材料
格隆匯3月21日丨博威合金(601137.SH)在投資者互動平台表示,Soctet基座材料是公司前期部署的重要半導體產業的連接器材料,已經開始給國內外客户供貨,隨着算力服務器產業的興起及國產芯片產業的崛起,未來成長空間巨大。同時人工智能高速服務器中以光模塊為代表的器件所用的屏蔽材料,信號傳輸的高速連接器等材料是信號交換的核心材料。以上行業的高速成長,將給公司業務帶來較大增量。
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