Shenghong Technology: The company actively participates in the cooperative research and development of the core customer's orthogonal backplane project.
Shenghong Technology announced the Investor Relations Activity Record Form, disclosing the following business information: The fixed asset investment plan for 2026 will not exceed 18 billion yuan, mainly used for the construction of new factories and projects, equipment purchase, and the upgrade of automation production lines. In terms of technical research and development, the company has completed the verification of the electrical and thermal performance of M7 and M8 materials in products, and is actively promoting the certification of M9/M10 materials to enhance the stability of high-frequency signal transmission and meet the requirements of the next generation AI chip architecture. The company is deeply involved in the collaborative research and development of core customer orthogonal backplane projects, entering the proprietary technology accumulation stage ahead of time, and closely coordinating with customer production schedules. In terms of business layout, the company focuses on key technology routes of GPU and CPU, focusing on high-end AI, automotive electronics, high-speed transmission, and other areas, working to overcome cutting-edge technologies such as PCIe 6, Oak Stream platform, 800G/1.6T high-speed rate transmission equipment, and chip testing 10mm thick plates. Currently, the company has sufficient orders on hand and high order visibility. The company has established its operating plan for 2026, aiming to consolidate its existing core customer cooperation foundation, deepen strategic cooperation with global technology giants, and expand the supply scale of core products such as GPU accelerator cards and TPU supporting boards.
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