Taclink(SH:688205) Mei Ri Jing Ji Xin Wen·2025-10-10 08:33Core Viewpoint - The company is progressing with its capacity expansion in Thailand, with several customers already certified and new customers undergoing certification. The Thai facility's construction is on track, with completion expected after the Chinese New Year in 2026, when capacity will gradually be released [1]. Group 1: Capacity Expansion - The Thai facility has completed civil construction and is currently undergoing renovations, with plans to start operations post-2026 Chinese New Year [1]. - Several customers have completed certification, indicating readiness to engage with the new capacity [1]. Group 2: Market Engagement - The company's large-scale capacity expansion aims to secure orders from leading global AI enterprises for computing power clusters [3]. - There are ongoing discussions regarding future capacity allocation with major internet or computing service providers [3].