顺络电子:AI电感产品已量产出货,未直接向英伟达供货

市场资讯
Sep 05

有投资者在互动平台向顺络电子提问:“董秘好,请问公司芯片电感目前的进展如何,有没有给英伟达供货。”

针对上述提问,顺络电子回应称:“尊敬的投资者,您好! 您问题中提及的芯片电感并非行业专有名词,顺络并不将其称之为芯片电感,从产品应用角度,我们认为,它是一种应用于AI服务器中GPU、CPUASIC芯片等各类xPU供电的AI电感产品,目前顺络已实现多种工艺(组装/铜磁共烧/模压)制作的AI电感产品量产出货,与此同时,顺络在AI电感的TLVR结构迭代趋势下,走在了行业的前沿,并已在多位头部功率半导体客户及终端云厂客户中获得认可,2025年H1实现了较快的业务增速,并将在未来几年进入加速发展通道。公司为AI服务器客户布局了AI电感、钽电容、各类型磁性元件产品,为客户提供一站式的解决方案。公司目前并未直接向英伟达供货,具体客户信息因保密协议约定不便披露,还请见谅。谢谢您的关注!”

声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。

责任编辑:栎树

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10