ChaoSheng Electronics has clarified that it is not supplying NVIDIA, refuting market rumors. The company stated that its M7/M8 high-speed copper clad laminates are still in the R&D and testing phase, and its 800G and 1.6T optical module PCBs are under development, with no current scale production or revenue generated from these products. Additionally, while their ultrasonic testing instruments can be used for liquid cooling equipment, they have no current business related to data center liquid cooling. AI
IMPACT No direct impact on AI operations; clarifies supply chain details for components.
RANK_REASON Company clarification regarding product supply and R&D status, not a new product release or significant industry event.
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