[tuyere Research] cut into the Nvidia + AMD+ Intel supply chain to actively cooperate, the company benefited from AI server + switch demand volume, April / May orders and growth rate increase; Intel future chip packaging or the use of new materials, this.

① cut into Nvidia + AMD+ Intel + AWS supply chain active cooperation, the company deeply benefited from server + switch demand volume, April / May orders and growth rate increased, the current valuation of less than 20 times; ② Intel future chip packaging or the use of new materials, the company overcame the technical difficulties of packaging carrier board, some products through customer certification in the second half of the year is expected to be small batch production.