On December 13, Gelonghui reported that Bomin Electronics (603936.SH) stated on the investor interaction platform that driven by the AI wave, the company sees huge potential for the development of the computing power PCB market. Currently, the company has achieved mass production capability for its 400G Switch and data connection products. The Switch PCB is mainly supplied to clients represented by H, New H3C, Inspur, and others. The data connection PCB has gained recognition from several leading clients in the Datacenter and AI fields, achieving mass shipments of various high, medium, and low-end products. Looking forward to the second half of the year, with the continuous improvement in the maturity of high-end products and the advancement of new client onboarding efforts, the data connection product business is expected to enter an accelerated phase, continuously opening up new growth opportunities.
博敏电子(603936.SH):交换机PCB目前供货客户主要以H、新华三、浪潮等为代表的客户群
Bomin Electronics (603936.SH): The current customers supplied with Switch PCBs mainly include a representative group of clients such as H, New H3C, and Inspur.
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