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Guanghe Technology (001389.SZ): Currently, some of the company's high-end server products involve high-level circuit structures of 20 layers or more, ultra-low loss copper-clad laminates AI server PCB technology, and advanced HDI technology.
On November 29, Gelonghui reported that Guanghe Technology (001389.SZ) stated on the investor interaction platform that some of the company's high-end server products involve more than 20 layers of high-level circuit structures, AI server PCB technology with ultra-low loss copper-clad laminates, and high-grade HDI technology. The specific application details are not disclosed to the public due to commercial sensitivity related to clients.
Guanghe Technology (001389.SZ): The company has not yet passed nvidia's customer certification.
Grainews November 27th Guanghe Technology (001389.SZ) stated on the investor interaction platform that, after verification, Mr. Wang Jun, the company's deputy general manager, mentioned in an interview that the company's server PCB products have passed some product certifications of Nvidia's GB200 chip. He pointed out that the company's AI server PCB products have obtained certification from downstream ODM customers and the products are still in the research and sample production stage. Currently, most AI server PCB products on the market use Nvidia GPUs, but not all AI server PCB products need to obtain Nvidia's "manufacturing authorization", as long as customers comply with the market.
Guohe Technology (001389.SZ): has provided customers with the research and development as well as sample production of 800G optical module PCB products, and there are currently no mass production orders.
November 18, GeLongHui丨Guanghe Technology (001389.SZ) stated on the investor interaction platform that the company has been researching and producing samples of 800G optical module PCB products for customers, but there are currently no mass production orders. The company has shipped small batches of 400G optical module PCB products based on customer demand, but there are no large-scale orders yet. This business's revenue scale currently does not have a significant impact on the company's operations.
Guanghe Technology (001389.SZ) initially granted 2.98 million stock options and 2.98 million restricted stocks to incentive recipients.
Guanghe Technology (001389.SZ) issued an announcement, the board of directors approved the "First Grant of Stocks to Incentive Objects".
Guanghe Technology (001389.SZ): AI products account for approximately 20% of the company's server business revenue.
Gelonghui November 12th | Guanghe Technology (001389.SZ) stated on the investor interactive platform that the company focuses on server PCB business, closely monitors the technological development direction in application fields, with technology research and development covering the main platform architecture, while actively cooperating in iterative research and development with clients. The demand for AI server products is increasing rapidly, but AI products account for only about 20% of the company's server business revenue, with a relatively low percentage of domestic sales business.
Guanghe Technology (001389.SZ): By now, the proportion of PCIE 5.0 server product shipments has reached seventy percent.
November 5th, GeLongHui News: Guanghe Technology (001389.SZ) recently conducted a survey with specific entities, regarding the penetration rate of general server PCIE 5.0, how does it compare to the initial expectations for the year? What is the proportion of AI products? The company stated that as of now, the shipment amount of PCIE 5.0 server products accounts for seventy percent, which is basically in line with the initial expectations for the year, and the proportion of AI products in the server business is about twenty percent.
