AI服务器元器件解决方案
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顺络电子:AI服务器是公司战略布局的新兴战略市场之一
Zheng Quan Ri Bao· 2025-11-24 09:07
(文章来源:证券日报) 证券日报网讯顺络电子11月24日发布公告,在公司回答调研者提问时表示,AI服务器(数据中心)是 公司战略布局的新兴战略市场之一,公司立足于小型化、高精度、高功率密度技术优势,从服务器整体 供电架构出发,为客户供应从一次电源、二次电源、三次电源(各类xPU芯片、网卡、内存、SSD周 边)的一整套产品解决方案。国产算力客户是公司数据中心业务的重要基石之一,自年初至今,因国产 算力大模型的快速应用,国产算力业务于本年度内逐季稳步蓬勃发展;海外重量级客户对ASIC芯片、 CPU、GPU周边的xPU供电环节各类模块化电感方案快速增长的需求,为公司数据中心市场持续增长奠 定了另一块基石。公司基于对材料、设备、设计、制造工艺的能力,把握住产业机会,为各类AI服务 器类客户提供一站式元器件解决方案。客户已覆盖国内头部服务器厂商及海外头部功率半导体模块厂 商,目前公司AI服务器相关的订单饱满,相关业务快速增长(海外业务快速增长)。 ...
顺络电子:AI数据中心是公司战略布局新兴战略市场之一
Zheng Quan Ri Bao Zhi Sheng· 2025-11-13 11:44
Core Viewpoint - The company, Sunlord Electronics, is strategically positioning itself in the emerging AI data center market by leveraging its advantages in miniaturization, high precision, and high power density technology [1] Group 1: Business Strategy - The company is focusing on providing a comprehensive product solution for AI servers, covering primary, secondary, and tertiary power supplies, including various xPU chips, network cards, memory, and SSD peripherals [1] - The company aims to capitalize on industry opportunities through its capabilities in materials, equipment, design, and manufacturing processes [1] Group 2: Market Position and Growth - The customer base includes leading domestic server manufacturers and top overseas power semiconductor module manufacturers [1] - The company reports a full order book for its AI server-related products, with rapid growth in this business segment, particularly in overseas markets [1]