天眼查App显示，近日，泠之源（上海）电子技术有限公司成立，法定代表人为李万峰，注册资本300 万人民币，经营范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广； 电子测量仪器制造；电子测量仪器销售；电子真空器件制造；电子真空器件销售；计算机系统服务；软 件开发；电子元器件制造。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Richardson Electronics (NasdaqGS:RELL) Conference September 17, 2025 02:30 PM ET Company ParticipantsWendy Diddell - EVP & COOEdward Richardson - Chairman, CEO & PresidentConference Call ParticipantsAnja Soderstrom - Financial Analyst - Equity Research & Small-Mid Cap Technology SectorAnja SoderstromOkay, so welcome to the Sidonia Virtual Small Cap Conference, and thank you for joining us today. I'm Anja Soderstrom, a Senior Equity Analyst here at Sidonia. As I mentioned, next up we have Richardson Electron ...

Shares of Frequency Electronics, Inc. (FEIM) have declined 16% since the company reported its earnings for the quarter ended July 31, 2025. This compares to the S&P 500 index’s 1.4% growth over the same time frame. Over the past month, the stock has declined 3.3% compared with the S&P 500’s 3.6% growth.Frequency Electronics reported fiscal first quarter 2026 net income of 7 cents per diluted share, down from 25 cents per share in the comparable quarter last year, a decrease of 72% in earnings.The company’s ...

If you enjoyed this, consider Ian's Insider Corner to enjoy access to similar initiation reports for all the new stocks that we buy. Membership also includes an active chat room, weekly updates, and my responses to your questions.You might think that making basic electronic goods such as cables, wiring, and switches would not be an especially glamorous business. ButIan leads the investing group Ian's Insider Corner . Features of the group include: the Weekend Digest which covers everything from new ideas to ...

MALVERN, Pa., Sept. 17, 2025 (GLOBE NEWSWIRE) -- Vishay Intertechnology, Inc. (NYSE: VSH) today introduced a new series of Automotive Grade AC line rated ceramic disc safety capacitors that are the industry’s first with a Y1 rating to be offered in a surface-mount casing. Combining their Y1 rating of 500 VAC and 1500 VDC with high capacitance to 4.7 nF, the Vishay BCcomponents SMDY1 Automotive Series devices are designed to provide EMI / RFI suppression and filtering in harsh, high humidity environments. AE ...

Devices Offer Y1 Rating of 500 VAC and 1500 VDC, High Capacitance to 4.7 nF, and High Humidity RobustnessMALVERN, Pa., Sept. 17, 2025 (GLOBE NEWSWIRE) -- Vishay Intertechnology, Inc. (NYSE: VSH) today introduced a new series of Automotive Grade AC line rated ceramic disc safety capacitors that are the industry’s first with a Y1 rating to be offered in a surface-mount casing. Combining their Y1 rating of 500 VAC and 1500 VDC with high capacitance to 4.7 nF, the Vishay BCcomponents SMDY1 Automotive Series dev ...

公司业务合作 - 公司与百度在AI服务器领域开展合作 [2] - 公司为百度文心一言大模型提供AI服务器相关PCB产品 [2] 产品应用领域 - 公司PCB产品应用于AI服务器领域 [2] - 产品直接支持大模型AI计算基础设施 [2]

AI战略布局 - AI战略核心是围绕AI产业生态硬件基础设施需求构建竞争力 [2] - 重点推进适配高增长、高性能场景的AI算力所需高端PCB和光模块研发生产 [2] - 围绕高端PCB和光模块加大资本性开支，提升产能建设及规模化交付能力 [2] PCB技术优势 - AI PCB业务发展基于Multek深厚技术积淀与资源储备 [2] - Multek是行业内少数能同时掌握HDI和高多层PCB核心技术的企业 [3] - 技术融合形成多阶HDI产品能力，适配AI设备对高密度、多层级产品的核心需求 [3] PCB产能与市场展望 - 提前锁定镭射钻孔等核心生产环节的产能设备资源，保障产能释放 [3] - AI算力需求持续增长将推动PCB产品层数提升和产品单价上涨 [3] - 凭借Multek技术壁垒与产能布局优势，在市场竞争中占据有利地位 [3] 索尔思收购与整合 - 收购索尔思进展顺利，核心交易环节已按计划推进 [3] - 收购后扩产计划聚焦高端光模块（800G、1.6T等）需求，推进技术迭代与产能优化 [4] - 通过IDM垂直整合模式保障产能稳定与成本可控，推进高端芯片研发量产 [4] 光芯片市场与扩产 - 光芯片市场因AI驱动的高速光模块需求爆发呈现显著紧缺态势 [3] - 800G及以上高速率产品供应缺口突出，短期难以缓解 [3] - 光芯片扩产需1年产能建设周期和3年客户验证，扩产灵活性低于光模块 [3] 客户拓展与技术规划 - 索尔思大客户拓展核心围绕高端光模块产品市场渗透 [4] - 长期目标锁定2027年全球顶级科技客户的1.6T光模块需求 [4] - 技术布局采取EML与硅光方案双轨并行，当前以EML方案为主力推进800G/1.6T产品送样 [4] - 硅光方案成本优势显著，在LRO、DSP减半及LPO等场景具备应用优先级 [4]

产品应用 - 公司液冷产品主要用于对连接器和光模块信号传递接触面进行散热处理 [1] - 产品适用于服务器和数据中心领域 [1] - 不仅对应1.6T光模块 其他速率光模块也可配套相应液冷散热器使用 [1]

服务器PCB产品客户 - 服务器相关PCB产品目前主要供给国内客户 包括中兴 新华三（H3C） 浪潮 宝德等 [1] 服务器PCB产品应用领域 - 产品应用于服务器主板 存储设备及GPU等领域 [1]