高盛：华丰科技 -TechNet China 2025_ 112G 大规模量产；高速线模块产量增加

26 May 2025 | 11:52PM HKT TechNet China 2025: Huafeng (688629.SS): 112G in mass production; High speed line modules ramping up We hosted Huafeng's (688629.SS, Not Covered) management on May 22 at our TechNet Conference China 2025 in Shanghai. Key discussions were around demand outlook for the company's high speed line modules and backplane connector for AI server. Overall, management is positive on the demand growth, and expect to continuously ramp up its capacities in 2Q25. Apart from the six productions l ...