嘉利国际获AI巨头服务器机壳订单 ASIC业务量产提速 泰国新基地启动建设

Core Viewpoint - 嘉利国际 has secured a significant order for server chassis from a leading artificial intelligence company, with production set to commence in Q3 2025, showcasing the company's capability in providing next-generation AI platform mechanical solutions [1] Group 1: AI Server Chassis Order - The company has completed the design and development of the server chassis and has passed customer sample validation, preparing for mass production [1] - The company has also obtained design and sample requirements for the client's next-generation AI architecture, including network switch chassis and AI computing chassis, with deliveries expected throughout 2026 [1] Group 2: ASIC Client Progress - Mass production of ASIC-related server chassis is set to begin in Q3 2025, with a rapid increase in delivery volume anticipated in the second half of 2025 [1] - The final customer for the ASIC chassis is a leading technology company in the United States, with strong demand expected to continue from clients in China and Thailand throughout 2026 [1] Group 3: Production Capacity and Efficiency - The company has officially started construction on a new production base in Thailand, with the first phase of production equipment expected to be operational by the end of this year [1] - Continuous improvements in operational efficiency at domestic and Thai production bases are being made to meet the rapidly growing order demands from existing and new clients [1]