Boke New Materials: The shipment volume of AI chips continues to increase, bringing significant impact to the industry chain in which the company is located.

On April 23, Baowo New Materials stated during institutional research that the company is continuing to focus on creating three growth curves for metal soft magnetic powder cores, chip inductors, and metal soft magnetic powder, with business operations steadily progressing. In addition, when asked about the "trends in technology after AI GPU and ASIC, and their impact on the company," Baowo New Materials stated that ASIC chips are more used for efficient specialized training, while AI GPU chips are more used for training large models, with a potentially greater increase in power. The company's observations show that, first, changes in the industry bring about changes in quantity, and if chip shipments increase, the corresponding industry chain and the company's shipments will also benefit. Second, upgrading technology brings about increased performance requirements, including in density, efficiency, and heat dissipation. An increase in chip power means higher and more power supply requirements for individual chips, and the amount of inductors may increase. Currently, the shipment volume of AI chips is continuously increasing, which has had a significant impact on the industry chain in which the company operates. Future technological trends will mainly be determined by downstream market demand. The company's core task is to focus on its own work, namely, doing well in production processes and product indicators, quickly responding to customer needs, and achieving rapid ramp-up in delivery times and sample deliveries.