环旭电子(601231.SH):目前PDU的产品进度,公司和ASE合作已完成机构设计
Core Viewpoint - The company is expanding its presence in the server power supply sector by developing "PDU power modules" to meet the needs of CSP manufacturers, aiming to provide comprehensive system solutions through collaboration with ASE Group [1] Group 1: Product Development - The company has completed the institutional design of the PDU product in collaboration with ASE Group [1] - The integration of technology with ASE Group covers design and integration capabilities from packaging to modules, circuit boards, and systems [1] Group 2: Market Outlook - The new generation of wafer design and the maturation of the vertical high-voltage power supply ecosystem are expected to contribute to revenue generation starting in 2028 [1]