Speaking at its October 30 earnings briefing, Sunlord Electronics said it has engaged with all of its power supply customers, whose guidance indicates that downstream customers have uniformly sent relatively clear and optimistic signals. The company is preparing for capacity expansion next year and expects its AI-related business to maintain rapid growth going forward. Dual-phase TLVR products have already been shipped in batches this year, with deliveries showing leapfrog growth in the third quarter. The four-phase TLVR project is expected to enter mass production in the second half of next year, at prices higher than those of the TLVR projects mainly delivered this year, and the ASP of AI inductor products is expected to continue rising next year.
