中际旭创 (Zhongji Xuchuang) is actively preparing for increased demand in the latter half of the year, particularly for materials related to NPO and CW light sources. The company has procurement plans for key components like optical chips, electrical chips, PCBs, and passive devices, and is strengthening supplier relationships through long-term agreements, new supplier development, and financial investments. This proactive approach is expected to lead to material supply improvements and a significant increase in shipments in the second half of 2024. AI
IMPACT Improved material supply for components like optical chips could support the scaling of AI-related hardware, potentially impacting the cost and availability of AI infrastructure.
RANK_REASON This item discusses a company's supply chain and material preparation for future product demand, which falls under operational tooling rather than a core AI release or significant industry event.
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