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中文(ZH) 金安国纪：公司覆铜板主要客户为PCB厂商，未发现在AI服务器及算力领域的应用

Jin'an Guoji Denies AI Server Supply Chain Claims

By PulseAugur Editorial · [2 sources] ·

Jin'an Guoji has denied claims that its copper-clad laminates are used in AI servers or by NVIDIA and Huawei. The company stated that its primary customers are PCB manufacturers and that its high-frequency, high-speed copper-clad laminate products are still in the R&D and sample-sending phase, not yet generating revenue. Separately, the news mentions that Amazon has reached a multi-billion dollar agreement with Corning, and that Anthropic has released a new model named Claude Fable 5. AI

IMPACT Clarifies supply chain involvement for AI hardware components, impacting component manufacturers and AI infrastructure providers.

RANK_REASON The cluster contains denials and mentions of other unrelated product news, not a primary release or significant event.

Read on 36氪 (36Kr) →

AI-generated summary · Google Gemini · from 2 sources. How we write summaries →

Jin'an Guoji Denies AI Server Supply Chain Claims

COVERAGE [2]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Jin'an Guoji, with three consecutive daily limits, states that its main copper-clad laminate customers are PCB manufacturers and has not found applications in AI servers and computing power fields.

    36氪获悉，金安国纪公告，公司覆铜板主要产品包括各种通用FR-4、CEM-3等系列覆铜板和特殊指标要求的无卤无铅环保、高阻燃、耐CAF、高Tg、高CTI等系列覆铜板及铝基覆铜板、半固化片等，主要客户为PCB厂商，未发现在AI服务器及算力领域的应用。公司目前高频高速覆铜板产品尚在实验室研发及客户送样阶段，尚未形成收入，其中一款介电常数Dk3.81（10GHz）及介质损耗Df0.0047（10GHz）的高速覆铜板正在向境内客户送样中，能否通过客户认证存在不确定性。

  2. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Jin'an Guoji: The company's main customers for copper-clad laminates are PCB manufacturers, and no applications have been found in AI servers and computing power.

    36氪获悉，金安国纪公告，近期公司关注到网上传播关于公司产品纳入英伟达、华为供应链体系认证等相关信息，相关信息均为不实信息。截至目前公司未与英伟达、华为有过接触，也未与其开展任何形式的业务合作。公司覆铜板主要客户为PCB厂商，未发现在AI服务器及算力领域的应用，目前高频高速覆铜板产品尚在实验室研发及客户送样阶段，尚未形成收入。

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