Sanjirui will receive 170 million yuan in August! New generation AI server platform assists 2026 growth dynamics

The passive component inductor large factory Sanjirui announced today that it would receive a combined purchase of RMB 170 million in August. The total volume of new products such as battery modules has been continuously increased by customer certification, and the monthly increase of 14.16%. The average single price (ASP) of mobile products has increased stably since the second half of the year. It is expected that the stable gross profit margin will be at a high level. The combined purchase of RMB 1.58 billion in the first eight months, an annual increase of 10.11%.

As NVIDIA's new generation AI computing platform Rubin enters the market gradually becomes clear, the demand for high-efficiency power components has increased significantly in the relevant applications. Sanji Rui has maintained a good cooperative supply relationship with international manufacturers for a long time. The corresponding products have been delivered. Through certification, it is expected that it will start to increase in volume as the new platform is officially launched, driving the rapid growth of the supply chain from the end of 2025 to 2026.

Sanjirui stated that the amount required for AI and servers to inductance has grown by more than 1.5 to 2 times more than in the past, and the high-speed computing characteristics of AI enable power management systems to take into account high power density and low voltage and high current output. Sanjirui has completed the requirements of customers and broke through the production technology point, adopting new architectures such as one-piece TLVR to improve instantaneous response and overall efficiency, and ensure the stability of high-efficiency computing.

San Ji Rui pointed out that the current investment in the development of magnetic components of battery power module (BBU) has been actively invested, and a set of magnetic components of 8kW battery power module has been developed. The design of the graphics has been completed. In the future, as robots and unmanned machines continue to introduce AI functions, the market's demand for power components is increasing.

The three episodes of Rui explained, including high frequency, large current resistance, and expanding the working temperature range, improving overall efficiency and reducing current consumption, as well as focusing on miniaturization and thin design, has become a trend of industry development. The three episodes of Rui Rui have been deeply engaged in technology and process advantages, and are expected to benefit from the growth of new applications and further consolidate its market position.

Sanji Rui emphasized that in response to the policy of customer transfer production bases, as Thailand's electronic industry supply chain is more complete and mature, Sanji Rui has actively promoted the production layout of Thailand's factory, and will expand the production process, establish a fully automatic production flow line, improve production efficiency and yield, and control labor costs. As soon as possible, the construction and trial will be completed in the second quarter of 2026, and after obtaining the supply chain certification qualification, it will officially invest in volume.

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