DSBJ(SZ:002384) Xin Lang Zheng Quan·2025-09-17 09:52Group 1 - The core focus of the company's AI strategy is to build competitive advantages around the hardware infrastructure needed for the AI industry ecosystem [2] - The company aims to enhance its capabilities in high-end PCB and optical modules required for AI computing power, with increased capital expenditures to boost production capacity and scale delivery [2] - The company has established a stable business foundation in consumer electronics and new energy vehicles, serving leading international clients [2] Group 2 - The AI PCB business is driven by the company's deep technical expertise and resource reserves from Multek, which has a strong technology foundation and serves well-known international clients [3] - The company possesses core technologies in high-layer PCBs and has accumulated manufacturing experience through early applications in communication equipment, enabling it to meet the high-density and multi-layered product demands of AI devices [3] - The company has implemented strategies to secure production capacity resources for critical manufacturing processes, anticipating growth in PCB product layers and prices due to rising AI computing power demands [3] Group 3 - The acquisition of Sols is progressing smoothly, with core transaction phases advancing as planned [4] - The optical chip market is experiencing a supply shortage driven by the demand for high-speed optical modules due to AI, with significant gaps in supply for products rated at 800G and above [4] - Post-acquisition, the company plans to enhance capital and supply chain support for Sols, focusing on high-end optical module demands and optimizing production capabilities [4]