Asia Communacopia and Technology Key Takeaways Dongshan Precision

Goldman Sachs summarizes key takeaways for Dongshan Precision from the Asia Communacopia + Technology conference, focusing on high-speed optical modules and AI PCB expansion.

Key Takeaways

• 1.Dongshan is focusing on high-speed optical module products (800G, 1.6T, and 3.2T) to meet AI-driven demand.
• 2.The company is expanding its AI PCB capacity to deliver low-latency, high-throughput solutions for data centers and AI servers.

Table of Contents

• Optical module business
• AI PCB in expansion
• Disclosure Appendix
• Regulatory disclosures
• Ratings, coverage universe and related definitions
• Global product; distributing entities
• General disclosures

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