環旭電子(601231.SH):用於AI服務器主板的電源功率模組在開發中
格隆匯6月6日丨環旭電子(601231.SH)在互動平臺表示,在雲端和存儲業務板塊,公司業務包括服務器主機板、交換機、AI加速卡、固態硬盤以及筆記本電腦的外接適配器等。2024年公司雲端及存儲類產品受益於AI投資增加帶動服務器需求,營收同比增長13.3%。公司在Al服務器的產品佈局主要包括交換機和AI加速卡,今年在AI加速卡業務上,將可以看到明顯的業績成長,用於AI服務器主板的電源功率模組也在開發中,公司也在拓展AI服務器主板的業務。
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