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All A·Important B·Normal #inductance ✕

B

[Sunlord Electronics: It is expected that AI-related business will maintain rapid growth in the future] On October 30, Sunlord Electronics stated at the performance briefing meeting on the 29th that the company is in contact with all power supply customers. Judging from the customer guidance received by the company, downstream customers have given relatively clear optimistic signals. The company is already preparing for production expansion next year, and it is expected that AI-related business will maintain rapid growth in the future. Among them, two-phase TLVR products have been shipped in batches this year, and have achieved leapfrog 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, and the price is higher than the TLVR project mainly delivered this year. Therefore, the ASP of AI inductor products is expected to continue to increase next year.

#power supply #AI #inductance10-30 12:49

B

September 14th, it is reported that Japan's TDK Company plans to invest approximately US$260 million in the next three years to expand two factories to increase the production capacity of "thin film inductors", a micro electronic component.

#Futures Market Intelligence #inductance09-14 11:23