胜宏科技(300476.SZ)：正持续推进10阶30层HDI的研发认证

Core Insights - The company is among the first globally to achieve large-scale production of 6-stage 24-layer AI computing data center products and is advancing the R&D certification of 10-stage 30-layer HDI technology [1] - There is a significant technological gap between the high-stage HDI required for AI servers and the HDI needed for consumer electronics and ordinary automotive electronics [1] - The company's products have evolved to support cutting-edge technologies such as PCIe 6, Oak Stream platform, and 800G/1.6T high-speed transmission [1] - With advantages in R&D, manufacturing, and quality technology, the company is deeply involved in collaborative R&D projects with core customers, entering a critical period for proprietary technology accumulation and establishing technological barriers [1] - The company has a 2-3 year lead in market mass production technology and has become a core partner for many leading technology companies both domestically and internationally [1] - The company holds a leading global market share in AI computing cards and AI Data Center UBB & switching market [1]