【公司产品间接进入海外头部AI算力硬件厂商供应链？宏达电子回应】9月2日，针对公司产品间接进入海外头部AI算力硬件厂商供应链的市场传闻，宏达电子在业绩说明会上表示，公司单层陶瓷芯片电容、陶瓷薄膜电路、异形陶瓷结构件等产品成为多家头部光模块厂商合格供应商，已形成批量供货，目前相关业务正常推进中。2026年上半年，公司民用陶瓷薄膜电路、单层陶瓷电容实现营业收入1.51亿元，同比增长240.79%，海外业务目前在公司总体业务中占比较小。
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.