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顺络电子:目前公司AI服务器相关订单饱满
Ju Chao Zi Xun· 2025-09-17 02:52
Core Insights - The company has reported a robust order volume for AI server-related products, indicating rapid growth in this business segment [2] - The data center is identified as a key strategic market for the company, 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 clients, covering primary, secondary, and tertiary power supply systems for servers [2] - Primary power supply focuses on high-power devices for AC-DC and high-low voltage conversion applications [2] - Secondary power supply involves 48V to 12V DC conversion, utilizing various inductors and transformer products to address power supply challenges [2] - Tertiary power supply includes 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: Industry Trends - The transition from traditional servers to AI servers is driving a rapid increase in power consumption around CPU, GPU, and ASIC chips, necessitating higher performance, power density, and thermal management from components [3] - The company is positioned to capitalize on these industry opportunities by offering one-stop component solutions for power semiconductor clients and various AI server customers [3]