DSBJ(SZ:002384)2025-09-17 09:28Group 1: AI Strategy and Technology - The company's AI strategy focuses on building competitive hardware infrastructure to meet the demands of the AI industry ecosystem, particularly in consumer electronics and new energy vehicles, with a goal to enhance high-end PCB and optical module R&D and production [2] - The company leverages Multek's strong technical foundation and resource reserves, which includes expertise in HDI and high-layer PCBs, to meet the high-performance requirements of AI applications [3] Group 2: Production Capacity and Market Demand - To ensure timely release of AI PCB production capacity, the company has implemented strategies to secure equipment and supply chain resources, particularly for critical production processes like laser drilling [3] - The current market for optical chips is experiencing significant shortages due to surging demand for high-speed optical modules driven by AI, especially for products with speeds of 800G and above [4] Group 3: Acquisition and Client Development - The acquisition of Solstice is progressing smoothly, with core transaction phases on track [4] - Post-acquisition, the company aims to enhance support for Solstice's capital and supply chain, focusing on high-end optical module demands and ensuring stable production capacity through vertical integration [4] Group 4: Future Outlook and Product Development - The company anticipates that the demand for PCB products will continue to rise, leading to increased product prices, as the industry demand and product value are both expected to trend upwards [3] - Solstice's long-term goal is to target the demand for 1.6T optical modules from top global tech clients by 2027, while optimizing production bases to support business growth by 2026 [4]