SCC(SZ:002916)2024-12-17 11:35Group 1: Company Overview - The company primarily engages in the design, research, and manufacturing of high-end PCB products, focusing on applications in communication devices, data centers, automotive electronics, industrial control, and medical fields [2][4]. Group 2: Impact of AI on Business - The acceleration of AI technology is driving demand for high-performance PCB products, particularly in high-speed communication networks, data center switches, AI accelerator cards, and memory sectors [2][4]. Group 3: HDI Technology Capabilities - The company possesses HDI (High-Density Interconnect) technology, which is crucial for high-density wiring in PCBs, applicable in communication, data centers, industrial control, medical, and automotive electronics [4]. Group 4: Data Center Business Expansion - In the first three quarters of 2024, the company saw a significant increase in orders in the data center sector, driven by the rising demand for AI accelerator cards and the upgrade of the Eagle Stream platform [4]. Group 5: Packaging Substrate Product Layout - The company offers a wide range of packaging substrate products, including module packaging substrates and storage packaging substrates, and has achieved mass production capabilities for various packaging forms [4]. Group 6: Capacity Utilization - The overall capacity utilization rate has remained stable compared to the third quarter of 2024, indicating consistent operational efficiency [4]. Group 7: Compliance with Disclosure Regulations - The company adhered strictly to information disclosure regulations during the investor relations activity, ensuring no significant undisclosed information was leaked [4].