工业富联:CPO全光交换机样机已交货 ASIC AI机柜出货量同比增长3倍

智通财经
Aug 26
【工业富联:CPO全光交换机样机已交货 ASIC AI机柜出货量同比增长3倍】工业富联发布投资者关系活动记录表公告,公司CPO全光交换机已实现样机交货,正协同全球领先客户开展技术研发与产品验证,持续推进相关产品研发与产能准备。ASIC系列机柜及服务器业务同步高增,上半年ASICAI机柜出货量同比增长3倍,ASICCPU服务器出货量同比增长2.5倍,公司正加速ASIC新案布局与拓展,客户结构趋于多元。在AI服务器领域,公司已涵盖整机柜设计、液冷散热、电源管理等关键环节,持续增强液冷散热关键零组件自主研发与垂直整合能力。除大型云服务商外,公司积极关注新兴云厂商及主权云等新应用场景客户需求,配合各类客户争取新的发展机遇。展望下半年,随着新产品逐步放量及消费电子进入传统旺季,AI业务与消费电子业务有望共同发展。

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