AI服务器电源芯片

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【风口研报】AI服务器+机器人灵巧手,该公司覆盖AI服务器PSU、IBC到POL各级供电产品,并开发机器人电源、电驱等芯片
财联社· 2025-08-18 10:46
Core Viewpoint - The article highlights the potential investment opportunities in companies providing AI server power supply solutions and those involved in high-temperature alloy demand driven by the AI and aerospace industries [1]. Group 1: AI Server Power Supply Solutions - The company offers a comprehensive range of products for AI servers, covering power supply units (PSU), inter-board connections (IBC), and point of load (POL) applications [1]. - Additionally, the company is developing various chips for robotics, electric drives, and sensors, indicating a broad technological focus [1]. Group 2: High-Temperature Alloy Demand - The company is strategically focusing on overseas markets, accelerating its entry into these regions [1]. - It has already signed long-term agreements with multiple overseas clients, showcasing its commitment to expanding its international footprint [1].