Some investors asked questions to Shiyun Circuit on an interactive platform. The M8/M9 grade CCL used in the AI server high-speed PCB contains corresponding low dielectric electronic cloth. The company's AI server PCBs have been supplied in batches and participated in next-generation board proofing certification. Please ask: 1) Are M8/M9 grade sheets heavily used in existing products, or are only small batches/samples sent? 2) Have PCBs related to M8/M9 electronic cloth been shipped in batches to mainstream customers such as Amphenol? 3) How much impact does the recent continuous price increase of M8/M9 electronic cloth have on the company's PCB gross profit, and can it be transferred smoothly? On September 24, the company replied that the company directly supplies to Amphenol, provides PCB products for its high-speed connectors, and is also deeply involved in the early development and certification of Amphenol's next-generation high-speed connectors and supporting boards for next-generation AI servers. In response to the increase in the price of raw materials, the company continues to negotiate price adjustments with customers. As a non-standard material, customers attach great importance to the stability of their supply, and are highly receptive to requests for reasonable price adjustments in the supply chain, and a corresponding linked price increase mechanism has been successfully established.

Zhitongcaijing · 1d ago
Some investors asked questions to Shiyun Circuit on an interactive platform. The M8/M9 grade CCL used in the AI server high-speed PCB contains corresponding low dielectric electronic cloth. The company's AI server PCBs have been supplied in batches and participated in next-generation board proofing certification. Please ask: 1) Are M8/M9 grade sheets heavily used in existing products, or are only small batches/samples sent? 2) Have PCBs related to M8/M9 electronic cloth been shipped in batches to mainstream customers such as Amphenol? 3) How much impact does the recent continuous price increase of M8/M9 electronic cloth have on the company's PCB gross profit, and can it be transferred smoothly? On September 24, the company replied that the company directly supplies to Amphenol, provides PCB products for its high-speed connectors, and is also deeply involved in the early development and certification of Amphenol's next-generation high-speed connectors and supporting boards for next-generation AI servers. In response to the increase in the price of raw materials, the company continues to negotiate price adjustments with customers. As a non-standard material, customers attach great importance to the stability of their supply, and are highly receptive to requests for reasonable price adjustments in the supply chain, and a corresponding linked price increase mechanism has been successfully established.