① Nvidia + National Foundation, developed the board solution to fit the core module of Nvidia, has been authorized to distribute product lines such as Qualcomm and NXP, etc., and the National Fund holds more than 14%. The industry leader has received a large net purchase. ② AMD+Chiplet packaging, with 5nm, Chiplet packaging and other advanced technology, accounts for 80% + share of CPU+GPU leading AMD packaging orders, and the three institutions have a total net purchase of more than 300 million yuan.