Summary of Conference Call Notes Company and Industry Involved - **Company**: Asia AI Server - **Industry**: Technology, specifically focusing on AI server hardware Core Points and Arguments 1. **Design Change in GB300 Compute Tray**: The design of the GB300 compute tray is likely to revert to the GB200's Bianca architecture, which features a more integrated setup with GPUs and CPUs mounted directly on an HDI board [1][2] 2. **Technical Issues**: The current design of the GB300 compute tray has faced transmission issues related to the GPU OAM connection to the PCB, prompting discussions about the design change [2] 3. **Uncertainty of Changes**: There is uncertainty regarding whether the design change will be implemented, the timeline for such changes, and potential delays in the delivery of the GB300 [2] 4. **Impact on Suppliers**: The shift back to the Bianca architecture is expected to be positive for HDI suppliers like Unimicron, while it may negatively affect socket suppliers like Lotes, who are not currently providing GPU sockets for Nvidia [3] 5. **Inventory Management**: A potential delay in the GB300's rollout could help in managing the existing inventory of the GB200 [3] Additional Important Content 1. **Market Sentiment**: The anticipated design change could influence market sentiment, particularly for companies involved in the supply chain of these technologies [3] 2. **Ongoing Modifications**: There are ongoing modifications to sockets and cold plates to maintain the OAM-HLC structure, but the success of these modifications remains uncertain [2] 3. **Analyst Ratings**: Unimicron Technology (Ticker: 3037 TT) is rated as "Buy" with a target price of TWD 198, while Lotes (Ticker: 3533 TT) is also rated "Buy" with a target price of TWD 2,021 [7][9] 4. **Risks**: Risks that may impede the achievement of target prices include market demand fluctuations, unexpected market share losses, and raw material price hikes [10][9]