光模块CAGE
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【风口研报】AI服务器散热+高速连接器+光模块CAGE,这家公司多业务线协同发力,精准卡位AI服务器高增长领域
财联社· 2026-01-07 13:48
Group 1 - The article highlights the company's strategic positioning in the AI server market through its multi-business lines, including AI server cooling, high-speed connectors, and optical modules, which are expected to drive significant growth [1] - The company is also expanding its presence in the precision transmission market through robotics, leveraging its comprehensive layout in motors, reducers, joint modules, and control algorithms, showcasing a high degree of self-manufacturing capability for core components [1]
奕东电子:公司的液冷产品已通过下游合作伙伴的供应链体系进入相关应用领域
Mei Ri Jing Ji Xin Wen· 2025-09-19 01:17
Core Viewpoint - The company is actively involved in the liquid cooling business, which is a crucial part of data center cooling solutions, and has established partnerships to integrate its products into relevant application areas [1] Group 1: Liquid Cooling Business - The company's liquid cooling products are essential components of data center cooling solutions and have been integrated into relevant application areas through downstream partners' supply chain systems [1] Group 2: Product Collaborations - The company's optical modules and copper cable high-speed connectors are long-term suppliers to both international and domestic well-known connector manufacturers, serving as core components for these products [1]