Jauch Quartz, a major quartz component manufacturer, is experiencing extended shipping schedules for its quartz oscillators, which are critical for stable frequency and clock signals in high-speed electronic systems. AI-related applications, including servers, optical communications, and optical modules, now account for 14%-15% of the company's revenue. The company has posted two consecutive quarterly gains and aims for a full-year revenue of 15.7 billion yuan.
Critical timing components for AI infrastructure are now supply-constrained through 2027, impacting high-speed networking and server buildouts.