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博杰股份:今年AI服务器相关的测试设备的订单预计会比较乐观
Zheng Quan Ri Bao Wang· 2025-10-15 08:41
Group 1 - The company expects optimistic orders for AI server-related testing equipment based on the needs of N customers and others this year [1] - There is a rapid growth in automotive electronics orders, with current orders already ready for delivery [1] - Orders in the 3C sector remain stable [1] Group 2 - The MLCC industry has been recovering since last year, with strong purchasing activity from customers leading to a fast growth in MLCC equipment orders [1] - In the semiconductor sector, revenue from dicing machines is growing quickly, although the overall contribution is still small [1]
博杰股份:今年AI服务器相关测试设备的订单预计会比较乐观
Core Viewpoint - The company expects optimistic orders for AI server-related testing equipment and a rapid growth in automotive electronics orders, while the 3C sector remains stable. The MLCC industry is recovering with strong customer demand, and there is also notable growth in orders for semiconductor slicing equipment, although its overall revenue contribution is small [1]. Group 1: AI Servers and Automotive Electronics - The company anticipates a positive outlook for orders related to AI server testing equipment based on customer demand [1] - There is a rapid increase in orders for automotive electronics, with deliveries already in progress [1] Group 2: 3C Sector and MLCC Industry - Orders in the 3C sector are stable [1] - The MLCC industry has been recovering since last year, with strong purchasing activity from customers leading to a fast growth in equipment orders [1] Group 3: Semiconductor Equipment - Revenue from semiconductor slicing equipment is experiencing rapid growth from internal operations, although its overall contribution remains small [1]