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Zhongji Xuchuang: The company has not received any cancellation notices from customers
Jinshi data January 10 news, Zhongjiuxuchuang clarified the issues of “recent rumors of overseas customers cutting orders by 30%” and “market rumors that the Chinese Supply Chain will be reduced to 0 in the next 3 years” in the telephone conference on January 10. Regarding the recent rumors of “overseas customers cutting orders by 30%”, the company responded that it has not received any notice of order reduction from any customer. On the contrary, the strong demand for 800G from 25-year customers and the rise of orders are strong. CSP customers are building Ether network data centers and will purchase 800G on a large scale. The company has an absolute advantage in terms of delivery capability, production capacity, and market introduction progress of 800G in the industry. At the same time, regarding the market rumors that “the Chinese Supply Chain will be reduced to 0 in the next 3 years”, Zhongjiuxuchuang stated that it has not seen any intention or measures of overseas customers to move to the Chinese Supply Chain. Overseas customers need strong Supply Chain support, and the Chinese Supply Chain provides great support to overseas customers, with high customer trust. In the future Computing Power center technology iteration and scale deployment process, the Chinese Supply Chain will continue to play an important role.