蓝思科技海外并购拓展AI算力新赛道

Group 1 - The core point of the news is that Lens Technology plans to acquire 100% equity of PMG International Co., Ltd. to enhance its capabilities in AI computing infrastructure [1][3] - The acquisition will allow Lens Technology to quickly gain mature technology and customer certifications in the server cabinet business, including components like racks, slides, trays, and advanced liquid cooling systems [1] - This move is expected to significantly strengthen Lens Technology's core competitiveness in AI computing hardware solutions and accelerate its transformation into a global AI hardware innovation platform [1][4] Group 2 - In a recent investor survey, Lens Technology's executives stated that they are expanding from AI server chassis components to critical modules like liquid cooling systems and solid-state drives, with mass production of solid-state drives expected by 2026 [2] - The company has been actively engaging with institutional investors, indicating a strong interest in the AI sector and its foundational role in AI development [1][2] - Lens Technology is leveraging its 30 years of experience in consumer electronics to build cross-scenario hardware solutions for AI applications, including AI smartphones, smart glasses, and intelligent automotive cockpits [4]