A-share PCB leader Dongshan Precision held an online conference on July 21. Many organizations including E-Fangda Fund, Huaxia Fund, Guangfa Fund, Penghua Fund, Ruiyuan Fund, and Harvest Fund attended the conference. Regarding the boom in demand in the North American computing power market, Higashiyama Precision said that in current exchanges between the company and overseas cloud vendors, the company believes that demand for computing power in North America will remain high, that major overseas cloud service providers will continue to increase investment in computing power infrastructure, and the pace of expansion will continue to accelerate. The company has connected with most overseas cloud service providers. Some customers are in the product testing and factory inspection stages. The related business is progressing smoothly overall, and the company's current production capacity can fully meet customer order needs. Regarding the price trend of optical modules and optical chips next year, Higashiyama Precision said that the unit price of optical module products is expected to show a slight downward trend, but the price reduction is manageable; with the rapid growth in total shipments and continuous optimization of manufacturing efficiency, the overall gross margin of leading companies is expected to remain stable. Regarding the rumor that the company's profit scale is 40 billion dollars in 2027, Higashiyama Precision responded that the company will not release performance forecasts to the outside world, there is plenty of room for growth on the AI computing power circuit, there is plenty of room for long-term development of the industry, and the company remains optimistic about its own medium- to long-term development. Regarding the company's production capacity and business growth targets from 2027 to 2028, Higashiyama Precision said that the company's customer resource reserves are in sync with the pace of capacity expansion, and the overall business scale is expected to grow significantly. Furthermore, Higashiyama Seimitsu said that the production capacity scale of the company's 800G products for AI servers will continue to increase steadily. 1.6T products are expected to remain mainstream products in the industry after 2028; at this stage, 3.2T products are still in a long period of time from large-scale commercial application.

A-share PCB leader Dongshan Precision held an online conference on July 21. Many organizations including E-Fangda Fund, Huaxia Fund, Guangfa Fund, Penghua Fund, Ruiyuan Fund, and Harvest Fund attended the conference. Regarding the boom in demand in the North American computing power market, Higashiyama Precision said that in current exchanges between the company and overseas cloud vendors, the company believes that demand for computing power in North America will remain high, that major overseas cloud service providers will continue to increase investment in computing power infrastructure, and the pace of expansion will continue to accelerate. The company has connected with most overseas cloud service providers. Some customers are in the product testing and factory inspection stages. The related business is progressing smoothly overall, and the company's current production capacity can fully meet customer order needs. Regarding the price trend of optical modules and optical chips next year, Higashiyama Precision said that the unit price of optical module products is expected to show a slight downward trend, but the price reduction is manageable; with the rapid growth in total shipments and continuous optimization of manufacturing efficiency, the overall gross margin of leading companies is expected to remain stable. Regarding the rumor that the company's profit scale is 40 billion dollars in 2027, Higashiyama Precision responded that the company will not release performance forecasts to the outside world, there is plenty of room for growth on the AI computing power circuit, there is plenty of room for long-term development of the industry, and the company remains optimistic about its own medium- to long-term development. Regarding the company's production capacity and business growth targets from 2027 to 2028, Higashiyama Precision said that the company's customer resource reserves are in sync with the pace of capacity expansion, and the overall business scale is expected to grow significantly. Furthermore, Higashiyama Seimitsu said that the production capacity scale of the company's 800G products for AI servers will continue to increase steadily. 1.6T products are expected to remain mainstream products in the industry after 2028; at this stage, 3.2T products are still in a long period of time from large-scale commercial application.