Worldway Circuit: The current supply of Nvidia server-related PCB products is experiencing rapid growth.
The operation of the world's circuit on the interactive platform shows that after the company entered the NVIDIA server supply chain system through the OEM mode, relying on the core process advantages in high-layer boards and high-frequency high-speed PCBs and stable mass production and delivery capabilities, the current supply volume of NVIDIA server-related PCB products is experiencing rapid growth. AI servers belong to the growth business sector of the company's operating income, but currently account for a small proportion of the company's operating income. Future business growth depends on the large demand for AI servers, and there are risks such as intensified market competition, fluctuating product prices, and technology updates not meeting expectations. The company reminds investors to pay attention to the risks and to view them rationally.
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