Core Viewpoint - 嘉利国际 has received significant orders from a leading artificial intelligence company for server chassis, indicating strong future growth potential in the AI sector [1][4]. Group 1: Orders and Production - Starting from Q3 2025, 嘉利国际 will begin mass production of server chassis for an AI company, with the design completed and samples validated [1][4]. - The company has also secured orders for new generation AI architecture designs, including network switch chassis and AI computing chassis, with deliveries expected throughout 2026 [1][4]. Group 2: ASIC Development - 嘉利国际 plans to start mass production of ASIC-related server chassis in Q3 2025, with a rapid increase in delivery volume anticipated in the second half of 2025 [1][4]. - The final customer for the ASIC chassis is a leading technology company in the United States, indicating strong demand for these products [1][4]. Group 3: Capacity Expansion - The company expects sustained strong demand for production capacity from its factories in China and Thailand throughout 2026 [1][4]. - 嘉利国际 has officially commenced construction of a new production base in Thailand, with the first phase of production equipment expected to be operational by the end of this year [1][4].
嘉利国际盘中涨超13% 所接AI企业伺服器机壳订单准备量产