Luxshare Precision Industry Co., Ltd. issued an announcement on November 26, stating in response to investor inquiries that the company holds a leading position in electrical connectivity. Whether active or passive, connectors or cables, the signal sources are entirely developed by its in-house team—a distinction from optical connectivity, which relies more on core components from companies like Broadcom and Marvell, with Luxshare primarily handling module assembly at the backend. This makes electrical connectivity technologically more advanced, as it involves signal source processing.

Regarding power and thermal management, recent high-level discussions at key client supplier meetings have largely centered on these two areas. Historically, interconnect solutions like electrical and optical connectivity were planned early to accommodate future computing demands. Traditional thermal management providers for servers, PCs, and automotive components often originated from structural parts manufacturing. However, today’s requirements for new materials, processes, and system-level solutions differ significantly, creating opportunities not only for Luxshare but also for global players capable of innovating architectures and materials.

Luxshare’s team strength lies in its members’ backgrounds from system-level solution providers, enabling them to address component challenges comprehensively. Moreover, the company is among the few globally that can simultaneously produce electrical, optical, power, and thermal solutions, granting it greater flexibility and synergy in problem-solving.

In power solutions, particularly low-voltage power modules, Luxshare has achieved zero-defect production across millions of batches, leveraging its smart manufacturing expertise. Unlike consumer electronics, AI computing demands extreme power reliability, with failures instantly detectable. The company expressed strong confidence in its team’s organizational development, investments, and business expansion.