Sihui Fushi: Small batch orders for 1.6T optical module PCBs have been received, and PCBs for optical modules currently account for less than 1% of revenue.
Sihui Fushi has received small batch orders for PCBs used in 1.6T optical modules, though this segment currently represents less than 1% of their total revenue. The company is also advancing customer certifications for its Thailand factory to supply these products. Separately, Yunzhong Technology announced its stock experienced significant price fluctuations, and its MLCC business, primarily serving consumer electronics and not yet AI servers, is still in a loss-making state. AI
IMPACT This cluster has minimal direct impact on AI operators, focusing on component manufacturing and stock performance rather than core AI advancements.