海星股份：交换机、服务器 ODM 业务扩张，受益于规格升级

20 August 2025 | 12:16AM HKT GC Tech: T&W (603118.SS, NC): Switch/ Server ODM business in expansion, riding on specification upgrade We talked to T&W (603118.SS, Not Covered) management recently. T&W is the local server/ switch EMS (Electronics Manufacturing Services) supplier and expands to ODM (Original Design Manufacturer) business, riding on the specification upgrade. Management views specification upgrade towards 400G/ 800G switches and clients' customization demand as the new growth opportunities, dri ...