博杰股份：2026年AI服务器测试业务预期乐观，N客户设备需求量预计达小四位数

Core Viewpoint - The company expresses optimism regarding revenue growth in the AI server testing business, particularly driven by significant capital expenditure expectations from major clients like Amazon, Google, and Microsoft, excluding client N [1] Group 1: Revenue Expectations - The company anticipates a high revenue contribution from AI server testing equipment in the third quarter, primarily from clients G and M [1] - The company holds an optimistic outlook for revenue in the AI server testing sector through 2026 [1] Group 2: Client Demand and Deliveries - Equipment supplied to client N is expected to achieve mass delivery by the first half of 2026, with anticipated demand in the low four-digit range [1] - Collaborative projects with client N will gradually encompass various testing stations, including ICT and FCT functional aging [1]