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崇达技术:目前和国内多家客户正联合开发GPU加速卡用PCB
Zheng Quan Ri Bao· 2025-08-08 11:44
(文章来源:证券日报) 证券日报网讯崇达技术8月8日在互动平台回答投资者提问时表示,公司目前和国内多家客户正联合开发 GPU加速卡用PCB,主要客户包括新华三(H3C)、云尖、宝德、浪潮、国鑫、同泰怡、中兴等。这些 客户的PCB产品主要应用于服务器主板、存储设备、GPU等产品。展望未来,公司将继续深耕AI服务 PCB领域,加大研发投入,优化产能布局,拓展客户资源,为AI服务器等领域提供更高性能、更可靠的 PCB产品。 ...
链博会观察:中外企业的“链”接突破口在哪
Bei Jing Shang Bao· 2025-07-20 15:37
Group 1 - The third China International Supply Chain Promotion Expo (Chain Expo) concluded with 1,200 exhibitors and over 42,000 upstream and downstream enterprises establishing cooperation links, resulting in more than 6,000 signed cooperation agreements [2] - The event emphasized higher connectivity and collaboration among enterprises, focusing on finding partners and solutions in the context of global supply chain restructuring [2][3] - The expo highlighted the importance of supply chain stability, with industry leaders stressing that without it, product quality and competitiveness become irrelevant [3][4] Group 2 - Schneider Electric showcased its end-to-end green supply chain system, consisting of 30 factories and logistics centers in China, collaborating with over 1,600 local suppliers [5] - The digital transformation of global supply chains was a key theme, with companies like Inspur demonstrating their capabilities in cloud computing and AI to enhance supply chain efficiency [6][7] - The expo featured a new innovation chain area aimed at facilitating the transition of technological achievements from laboratories to production lines, promoting a comprehensive approach to supply chain security [7][8] Group 3 - The participation of global companies, including NVIDIA, underscored China's significant role in the global supply chain, with foreign exhibitors increasing from 26% in the first expo to 35% in the latest [9] - The event showcased China's complete industrial chain, which includes raw material procurement, manufacturing, sales, and after-sales service, positioning it as a vital player in the global supply chain [9][10] - Future opportunities and challenges for companies are closely tied to the global supply chain's transition towards resilience, digitization, and sustainability, with a focus on leveraging China's industrial advantages [10]