Group 1: PCB Business Investment - The company has a total investment plan of $1 billion for Multek, with approximately $200 million already invested in upgrading existing facilities, expected to release new capacity in the first half of next year [2][3] - In Thailand, about $100 million is being invested in hardboard production, with equipment installation and debugging currently underway [2][3] - The investment decision is based on the company's strong position in the global PCB market and the anticipated demand for high-speed interconnect and complex products [4][6] Group 2: LED Business Performance - The LED business experienced a revenue decline in the first half of the year due to overall weak industry demand and reduced investment spending in downstream sectors [3][4] - Despite the revenue drop, gross profit margin improved year-on-year due to reduced depreciation costs and ongoing structural adjustments in the LED business [3][4] - The company plans to focus on cost reduction and efficiency improvements while expanding its customer base in the LED sector [3][4] Group 3: Strategic Acquisitions and Future Directions - The acquisition of Solstice Optoelectronics is part of the company's strategy to expand into the AI-driven optical interconnect field, with progress on the project proceeding smoothly [3][4] - The company aims to leverage its existing PCB capabilities to enhance synergies with the newly acquired business [3][4] Group 4: Technical Capabilities and Market Position - Multek has established a strong customer base of over 300 companies, primarily in North America, covering key sectors such as cloud services and server manufacturing [6][7] - The company possesses comprehensive PCB production capabilities, particularly in high-end hardboard technology, supported by long-term R&D efforts [6][7] - The key technologies for high-speed interconnect boards include signal integrity control and specialized interconnection techniques, with the company having production experience in these areas [7][8] Group 5: Softboard Business Development - The softboard segment remains a core business for the company, although capital expenditures have slowed due to a decrease in consumer electronics growth [8][9] - The company is maintaining a balanced investment strategy in softboards to ensure stable operations while exploring new opportunities in AR glasses and other product lines [8][9]