Core Viewpoint - The company has adopted a Fabless business model, focusing on optimizing wafer foundry costs while expanding its supply chain both domestically and internationally to meet diverse customer needs [1] Group 1: Business Model and Strategy - The company emphasizes that wafer foundry costs are a significant component of product costs and aims to select foundries that can help mitigate the impact of fluctuations in precious metal prices [1] - The company has completed a dual supply chain layout, both overseas and domestically, to better serve different customer demands [1] Group 2: Legal and Market Position - The company received a preliminary ruling in the US 337 litigation in January 2026, determining that it did not infringe on Skyworks' intellectual property, which has boosted confidence among overseas clients for increased collaboration [1] - Several overseas clients have expressed intentions to restart or enhance cooperation with the company, indicating a positive market response [1] Group 3: Financial Outlook - The company aims to leverage international expansion to secure greater gross margin and improve overall profitability [1]
康希通信：公司采用Fabless经营模式，晶圆代工成本是产品成本的重要组成部分