Sunlord Electronics: AI-related business is expected to maintain rapid growth in the future.

Sunlord Electronics stated at its earnings briefing on October 29 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 going forward. Among its products, dual-phase TLVR products achieved mass shipment this year and saw a leap in delivery growth in the third quarter. The four-phase TLVR project is 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, so the ASP of AI inductor products is expected to continue rising next year.