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沪电股份:AI芯片配套扩产项目将于明年下半年试产
WUSWUS(SZ:002463) Ju Chao Zi Xun·2025-09-18 09:07

Core Viewpoint - The company plans to invest approximately 4.3 billion in a new high-end printed circuit board production project for artificial intelligence chips, expected to start construction in late June 2025 and begin trial production in the second half of 2026 [2] Group 1: Investment and Production Plans - The investment in the new project aims to expand the company's high-end product capacity to meet the long-term demand for high-end printed circuit boards in emerging computing scenarios such as high-speed computing servers and artificial intelligence [2] - The Thai production base is set to enter small-scale production in the second quarter of 2025, with formal recognition from clients in AI servers and switches [2] Group 2: Strategic Importance and Future Outlook - The successful operation of the Thai production base is crucial for the company's overseas strategic layout, with efforts focused on improving production efficiency and product quality [2] - As customer expansion and product introduction progress, production capacity will be gradually released, laying a foundation for optimizing the product structure and achieving operational profitability goals by the end of 2025 [2]