蓝思科技拟收购PMG切入英伟达供应链，布局AI算力硬件

Core Viewpoint - Lens Technology's acquisition of PMG International presents an opportunity to rapidly enter the server cabinet and liquid cooling sectors, gaining access to the AI computing power market Group 1: Acquisition Details - Lens Technology announced a strategic acquisition of 100% of PMG International Co., LTD, which includes a 95.11645% stake in Yuan Shi Technology [1] - PMG International is a limited liability company registered in Samoa, with no connections to Lens Technology's major shareholders or executives [1] - Yuan Shi Technology, established in August 2003 with a registered capital of 21.5 million USD, operates in various sectors including technology services and metal products manufacturing [1] Group 2: Strategic Implications - The acquisition allows Lens Technology to quickly obtain mature technology and customer certifications for server cabinet business, marking a significant step in its AI hardware strategy [1][4] - Yuan Shi Technology is already part of NVIDIA's supply chain, indicating its importance in the global AI supply chain [3] - If the acquisition is successful, Lens Technology will indirectly gain access to Yuan Shi Technology's NVIDIA RVL certification, positioning it as a core supplier for NVIDIA [3] Group 3: Market Context - The acquisition is seen as a critical move for Lens Technology to embrace the AI era, completing its initial layout in the AI hardware sector [4] - Other consumer electronics giants are also entering the AI server market, with significant market opportunities identified, such as the expected total market size reaching hundreds of billions [4]