Bojay(SZ:002975)2026-04-17 09:38Group 1: Shareholding and Strategic Plans - The company holds a total of 24.6862% stake in DingTai Chip Source, with 10.281% directly held by the company and 7.2026% each by Chairman Wang Zhaochun and Mr. Fu Lin [2] - The company is strategically focused on the business development of DingTai Chip Source and will provide management assistance as needed [2] Group 2: Business Operations and Product Supply - The company is progressing normally with the supply of testing equipment for N customers, expected to ramp up in Q2 2026 [3] - The company has completed small batch deliveries of liquid cooling modules by the end of 2025 and is actively expanding into new market opportunities [3] Group 3: AI Server Testing Business - The company has achieved full coverage of global and domestic well-known clients in the big data and AI computing fields, with growth expected to continue in 2025 [3] - The anticipated demand for N customer equipment is projected to be in the "small four-digit" range, with plans for bulk delivery in the first half of 2026 [3] Group 4: Market Demand and Client Relationships - Google has raised its 2026 TPU chip shipment target to 6 million units, with a requirement for 100% liquid cooling, which is expected to increase demand for the company's liquid cooling testing equipment [3] - The company is committed to aligning its testing equipment offerings with the evolving technical requirements of major clients like Google [3] Group 5: Disclosure of Major Information - The communication activity did not involve any major information that needs to be disclosed [4]