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顺络电子:公司AI服务器的产品应用情况
Zheng Quan Ri Bao· 2025-09-04 09:08
Core Viewpoint - Shunluo Electronics is strategically positioning itself in the emerging data center market by leveraging its advantages in miniaturization, high precision, and high power density technology [2] Group 1: Product Solutions - The company provides a comprehensive product solution for customers, covering primary, secondary, and tertiary power supplies, which include various xPU chips, network cards, memory, and SSD peripherals [2] - Primary power supplies focus on large power devices for AC/DC conversion and high/low voltage applications [2] - Secondary power supplies convert 48V to 12V DC, addressing power supply challenges with various inductors and transformer products [2] - Tertiary power supplies include components for xPU chips (CPU, GPU, ASIC), network cards, memory, and SSDs, featuring new AI inductors and tantalum capacitors among other products [2] Group 2: Market Demand and Growth - The transition from traditional servers to AI servers is driving a rapid increase in power consumption for CPU, GPU, and ASIC chips, which raises the performance, power density, and thermal coefficient requirements for components [2] - The company is capitalizing on industry opportunities by providing one-stop component solutions for power semiconductor clients and various AI server clients [2] - Orders related to AI servers are currently robust, leading to rapid growth in relevant business segments [2]
威尔高:公司一次电源订单受益于AI服务器领域的快速增长,2025年上半年订单增长较快
Mei Ri Jing Ji Xin Wen· 2025-08-22 14:18
Group 1 - The company has experienced a rapid increase in orders for primary power supplies, driven by the growth in the AI server sector, with significant order growth expected in the first half of 2025 [2] - The company has achieved a technological breakthrough in secondary power supplies, with products passing customer certification and entering small batch testing [2]