Core Viewpoint - The company, Shengke Nano (688757.SH), operates as a third-party testing and analysis laboratory for the semiconductor industry, providing critical analysis services across the entire semiconductor supply chain, including failure analysis, material analysis, and reliability analysis [1] Group 1: Company Overview - Shengke Nano specializes in high-density interconnect (HDI) board analysis and testing, leveraging its unique advantages in the field due to the increasing demands of AI technology [1] - The company has a professional technical team and advanced testing equipment, enabling comprehensive and high-precision analysis of HDI boards from raw materials to production processes and final product performance [1] Group 2: Industry Trends - The rapid development of AI technology has significantly increased the requirements for high-frequency signal transmission, high integration of chips, complex interconnection structures, and efficient heat dissipation in AI servers, leading to a substantial rise in PCB specifications and demand for high-end HDI boards [1] - The company's PCB analysis and testing business is expected to encounter more opportunities in the future as the industry evolves [1]
胜科纳米：公司在AI算力芯片使用到的HDI板分析检测领域有着独特优势