Core Viewpoint - The company has evolved its role from merely providing domestic alternatives and ensuring stable supply to deeply participating in the early-stage R&D and testing of new products for core domestic clients, thereby achieving advanced material solutions and matching [1] Group 1: Strategic Collaboration - The company is now engaged in deeper strategic collaboration with core domestic clients, moving beyond basic supply to co-develop new products [1] - The collaboration includes joint laboratories and pilot testing projects to advance semiconductor material validation and integration [1] Group 2: Supply Chain Positioning - This strategic shift helps the company solidify its position in the supply chain, aligning with the rapid advancements in domestic packaging and processing technologies [1] - The company is able to better anticipate technological iterations in end applications such as AI and high-performance computing, which informs its material development [1] Group 3: Industry Opportunities - By participating in early R&D and testing, the company aims to capture high-growth opportunities in the semiconductor industry [1] - The proactive approach in material solution development allows the company to align with innovation paths in semiconductor processes [1]
艾森股份：公司与国内核心客户的合作目前已迈向更深层次的战略协同