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世运电路(603920.SH):通过OEM方式进入NVIDIA 和Google供应链体系,正是批量供应高速连接器所需的专业电路板产品
Ge Long Hui· 2025-12-17 09:23
Core Viewpoint - The company is focusing on orthogonal backplane technology and high-speed connectors to enhance server space optimization and heat dissipation in large-scale computing clusters [1] Group 1: Technology Development - Orthogonal backplane is identified as a key solution for improving information exchange among computing units in large-scale computing clusters [1] - The company is closely monitoring and making technical arrangements for the orthogonal backplane technology [1] Group 2: Supply Chain and Partnerships - The company has entered the supply chains of NVIDIA and Google through OEM methods, providing specialized circuit board products necessary for high-speed connectors [1] - The company is actively responding to the increasing demand from clients and participating in the research, testing, and certification of next-generation products [1] Group 3: Business Strategy - The company aims to deepen its advantages in existing fields while expanding into emerging sectors to promote business development [1]