shenzhen sunlord electronics (002138.SZ) stated in investor relations that in terms of edge computing, terminal products are increasing more integrated functional requirements, expecting to need to use more passive components; at the same time, AI functions require larger memory support, while cloud communication requires higher transmission rates, these needs require larger capacity, higher power density energy supplements to meet, posing higher performance challenges for related electronic components, and also increasing the usage of related components.
The company has long been at the forefront of the global industry in component miniaturization, refinement, and compounding. The demand for high-performance components has greatly increased, and the company as an excellent component supplier will benefit significantly.