Group 1 - The company,沃尔核材, has highlighted its high-speed communication cables as having excellent high-frequency performance, bend resistance, low cost, high reliability, and a complete industrial chain support [1] - The company operates upstream in the industrial chain and supplies leading domestic and international connector industry clients, ultimately serving major server manufacturers [1] Group 2 - An investor inquiry noted that Google's recent advancements using TPU clusters may lead to increased demand for the company's high-speed copper cables, as TPU architecture requires more copper cables for interconnection [3] - The inquiry suggests that the company's leading position in high-speed copper cables could result in significant benefits from Google's development [3] - The investor also asked whether the company supplies its cutting-edge single-channel 224G copper link products to Google [3]
沃尔核材:公司的高速通信线通过国内外连接器行业领先客户最终供应给国际、国内各大服务器厂商终端使用