Analysis of Shengyi Technology's Cooperation with Domestic and International Giants in GPU and AI Fields

Based on the searched information, below is a detailed analysis of Shengyi Technology’s cooperation with domestic and international giants in the GPU and AI fields:

• Supply Chain Access
  : Shengyi Technology has successfully entered NVIDIA’s supply chain system through its high-speed copper clad laminate (CCL) materials [1][2]
• Technology Recognition
  : The market share of the company’s S8/S9 high-speed CCL materials is growing rapidly within NVIDIA’s customer system [2]
• Mass Supply
  : Products related to Shengyi Technology’s cooperation projects with NVIDIA have entered the mass supply stage [1][3]

• Material Supply
  : Shengyi Technology’s high-frequency and high-speed materials have entered the supply systems of top international manufacturers including Intel [4]
• Technology Alignment
  : In response to Intel’s server platform upgrade needs, the company provides CCL materials of corresponding specifications

• Through Subsidiary
  : Shengyi Electronics, a subsidiary of Shengyi Technology, has successfully developed a number of server clients including Amazon [5]
• AI Supporting Projects
  : Both the AI supporting motherboard and accelerator card projects have entered mass production [5]

• Material Certification
  : Shengyi Technology’s high-frequency and high-speed materials are being supplied to top domestic manufacturers including Huawei [4]
• AI Computing Power Terminal Customers
  : The company is actively advancing cooperation with leading domestic and international AI computing power terminal customers including Huawei [1]
• Mass Product Supply
  : Relevant products have been supplied in bulk to meet Huawei’s AI server demands

• Supply System
  : ZTE is one of Shengyi Technology’s key customers [4]
• Technology Verification
  : The company maintains in-depth technological cooperation with ZTE in the fields of 5G and AI servers

• Technological Progress
  : The company has broken through key core technologies, and has developed and applied such technologies in GPU and AI products represented by FC-CSP and FC-BGA packaging [1][6]
• Product Performance
  : The products have excellent properties such as high Tg, low CTE, and high modulus, which can meet the development needs of thinner IC substrates and finer circuit lines [6]

• Product Portfolio
  : Shengyi Technology’s high-frequency and high-speed CCL product series have excellent performance in key technical indicators related to signal transmission quality [4]
• Application Fields
  : Products such as Synamic8GN are used in AI infrastructure including ultra-high-speed network devices, servers, switches, storage, and routers [7]

• Bosch Certification
  : The company’s products have entered the supply chain of top global Tier 1 manufacturers including Bosch [4]
• Autonomous Driving
  : The products are used in fields such as in-vehicle computing power, new energy vehicles, and intelligent driving

• Certified Customers
  : The company’s products have been certified by enterprises including Nokia, Bosch, Siemens, Inspur, Samsung, and Philips [4]
• Application Fields
  : They are mainly used in servers, graphics cards, in-vehicle computing power, and new intelligent terminal products

• RMB 4.5 Billion Investment Project
  : In January 2026, the company signed an investment intention agreement for a RMB 4.5 billion high-performance CCL project with the Dongguan Songshan Lake Administrative Committee [8]
• Response to AI Demand
  : The project will continue to provide key material support for AI, cloud computing, 6G communications, intelligent automotive electronics, and other fields [8]

• Cutting-edge Technology
  : The company is developing a 224Gbps solution, which is expected to undergo technical verification in the future [6]
• Material Upgrade
  : The company is actively deploying new materials such as PTFE to meet higher-end AI computing power demands [2]

As a global leader in copper clad laminates (CCL), Shengyi Technology has established a comprehensive cooperation network covering the GPU and AI fields. In the international market, it has successfully entered the supply chains of top global tech enterprises including NVIDIA, Intel, and Amazon; in the domestic market, it maintains in-depth cooperation with leading enterprises such as Huawei and ZTE. Through continuous R&D investment and capacity expansion, the company is actively seizing market opportunities brought by the explosion of AI computing power demand, and continuously improving its competitiveness and market share in the high-end CCL market.

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[1] Guohai Securities Research Report - In-Depth Report on Shengyi Technology
[2] Sina Finance - Analysis of AI Computing Power PCB and High-Speed CCL Demand for Shengyi Technology
[3] Minsheng Securities - Report on New Paradigm of AI Investment
[4] Soochow Securities - Report on Domestic Manufacturers Benefiting from AI Computing Power Demand Growth
[5] Shengyi Electronics Official Website and Company Announcements
[6] Guohai Securities - Performance Comparison of Shengyi Technology’s IC Packaging Products
[7] Guohai Securities - Parameter Comparison of Shengyi Technology’s Products
[8] Securities Times - Shengyi Technology Invests RMB 4.5 Billion to Build High-Performance CCL Project