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Shengyi Electronics reports rising AI infrastructure orders

AI summary

Shengyi Electronics said orders for AI servers, 800G/1.6T switches and related data-center products are steadily increasing, while production, deliveries, major projects and capacity expansion remain on schedule. The company also reported that its supply chain is stable, capacity utilization is high and its 1.6T optical-module products have made breakthrough progress. It forecast first-three-quarter 2026 net profit of RMB1.869 billion to RMB1.952 billion, up 68% to 75% year over year.

In-depth insight

The update provides a company-reported signal of demand across PCB and optical-module suppliers serving AI data-center infrastructure, although its order, utilization and market-share claims have not been independently verified.

#Shengyi Electronics#AI server PCB products#800G/1.6T switch PCB products#1.6T optical modules

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