鹏鼎控股:公司SLP产品已和行业头部光模块企业建立合作 切入800G、1.6T高端光模块市场并实现量产出货

智通财经
Aug 20
【鹏鼎控股:公司SLP产品已和行业头部光模块企业建立合作 切入800G、1.6T高端光模块市场并实现量产出货】鹏鼎控股发布投资者关系活动记录表公告,公司目前有十余座厂房正在建设,另有部分厂房处于规划阶段,在建产能预计自2027年起陆续投产,明后两年将成为公司AI算力业务产能集中释放的关键窗口期。在AI服务器业务方向,公司已完成适配GPU模块的高阶HDI、元件内埋等前沿技术开发,高阶HDI相关产品已顺利进入AI服务器供应链,先后通过主流服务器厂商、云厂商的认证,现阶段正逐步实现批量供货。高速光模块业务方面,公司SLP产品已和行业头部光模块企业建立合作,切入800G、1.6T高端光模块市场并实现量产出货,3.2T相关产品处于研发推进阶段。

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