嘉利国际获AI巨头服务器机壳订单 ASIC业务量产提速

Core Viewpoint - 嘉利国际 has secured a significant order for server chassis from a leading artificial intelligence company, with production set to begin in Q3 2025, showcasing the company's expertise in providing complete mechanical solutions for next-generation AI platforms [1][5]. Group 1: AI Server Chassis Order - The company has completed the design and development of the server chassis and has passed customer sample verification, preparing for mass production [1][5]. - In addition to the server chassis, the company has also obtained design and sample requirements for next-generation AI architecture, including network switch chassis and AI computing chassis, with deliveries expected throughout 2026 [1][5]. Group 2: ASIC Client Progress - The company will commence mass production of ASIC-related server chassis in Q3 2025, with a rapid increase in delivery volume anticipated in the second half of 2025, targeting a leading technology company in the U.S. as the end customer [1][5]. - Strong demand for production capacity from clients in China and Thailand is expected to continue throughout 2026 [1][5]. Group 3: Production Capacity Expansion - The construction of a new production base in Thailand has officially started, with the first phase of production equipment expected to be operational by the end of this year [1][5]. - The company is continuously improving operational efficiency at its domestic and Thai production bases to meet the rapidly growing order demands from existing and new clients [1][5].