蓝箭电子(301348.SZ)：公司先进封装技术尚未直接应用于AI芯片、高性能计算芯片的封装
Foshan Blue Rocket Electronics Foshan Blue Rocket Electronics (SZ:301348) Ge Long Hui A P P·2026-01-29 03:55

Core Viewpoint - Blue Arrow Electronics (301348.SZ) has indicated that its advanced packaging technology has not yet been directly applied to AI chips or high-performance computing chip packaging, but power devices and related products are already being used directly or indirectly in AI servers and surrounding applications [1] Group 1 - The advanced packaging technology primarily serves power and power management chips, and has not yet entered the packaging stage for AI chips or computing power chips [1]