Shennan Circuits: The company’s AI server-related PCB products currently have a relatively low market share

On December 3rd, Shennan Circuit stated during institutional research that the data center is one of the new areas that the company has recently entered and focused on expanding. It has made significant contributions to the company’s revenue, but there is still room for further expansion in the overall market share. The company has cooperated with customers to complete PCB sample development for EGS platform and has the capability for mass production. It has gradually entered the stage of supplying in small to medium quantities. The AI server-related PCB products currently have a relatively low proportion and limited contribution to revenue. In the first three quarters of 2023, due to global economic cooling and continuous delays in switching EGS platforms, overall demand for data centers remained under pressure, resulting in a decrease in PCB orders compared to the same period last year. In the third quarter of 2023, some downstream customer project orders in the data center field were replenished, and the company will continue to focus on expanding customers while actively paying attention to and seizing opportunities brought by subsequent gradual switches of EGS platform.

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