东山精密：当前光芯片市场供应紧张格局短期难以缓解

Core Viewpoint - Dongshan Precision (002384.SZ) is focusing on building competitive advantages in the AI industry ecosystem by developing high-end PCB and optical modules to meet the growing demand for AI computing power [1] Group 1: AI Strategy and Market Demand - The company revealed its AI strategy during investor relations activities, emphasizing the need for hardware infrastructure in the AI industry ecosystem [1] - There is a significant supply shortage in the optical chip market driven by the explosive demand for high-speed optical modules due to AI, particularly for products with speeds of 800G and above [1] Group 2: Product Development and Market Penetration - Dongshan Precision's subsidiary, Sors, is focusing on market penetration for high-end optical module products, with a long-term goal of meeting the 1.6T optical module demand from top global technology clients by 2027 [1] - The company is optimizing its production base to solidify capacity for business expansion by 2026 [1] Group 3: Technology Strategy - Sors is adopting a dual-track strategy in its optical module technology layout, focusing on both EML and silicon photonics solutions [1] - The EML solution is currently the main focus for advancing 800G/1.6T product samples, while the silicon photonics technology is being nurtured due to its significant cost advantages in various applications [1]