環旭電子(601231.SH):用於AI智能眼鏡產品的Wifi模組今年量產出貨
格隆匯3月25日丨環旭電子(601231.SH)在互動平臺表示,公司的AI加速卡業務在2025年預計會有不錯的成長,用於AI服務器主板的電源功率模組也在開發中;SiP模組也在AI賦能的消費電子產品中取得更多應用機會, 用於AI智能眼鏡產品的Wifi模組今年量產出貨。 人型機器人和汽車的供應鏈有部份重疊。在這個有高度發展潛力的領域,公司也在考慮將車電累積的經驗爲基礎,藉助微小化、模塊化的技術優勢,發掘潛在機會。
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