环旭电子-2025 年亚洲领导者会议_人工智能加速卡、人工智能眼镜为 2026 年提供支撑；高压直流（HVDC）光模块机遇

3 September 2025 | 2:34PM HKT USI (601231.SS): Asia Leaders Conference 2025: AI accelerator card, AI glasses support 2026; HVDC/optical transceiver opportunity Xuan Zhang +852-2978-1478 | xuan.zhang@gs.com Goldman Sachs (Asia) L.L.C. 3ab8f2aafeb711dfb52c00215ad26546 We hosted USI's (601231.SS, Not Covered) management on Sep 3 at our Asia Leader Conference 2025. Key discussions were around USI's AI accelerator growth, product expansion along the AI server supply chain and the expanding applications of SiP. O ...