Sunlord Electronics: ASP of AI inductor products is expected to continue rising next year.

Sunlord Electronics stated during an investor relations activity that the company is engaged with all power supply customers, and based on the customer guidance the company has received, downstream customers have all given relatively clear optimistic signals. The company has already begun preparations for capacity expansion next year and expects its AI-related business to maintain rapid growth in the future. Among these, dual-phase TLVR products have already achieved mass shipments this year and saw a leap in delivery growth in the third quarter, while four-phase TLVR projects are expected to begin mass production and shipment in the second half of next year, with prices higher than the TLVR projects mainly delivered this year. Therefore, the ASP of AI inductor products is expected to continue rising next year.