2025-03-13 02:00Summary of Conference Call Notes Industry and Company Involved - Industry: AI Computing and Materials - Key Companies: - 中英科技 (Zhongying Technology) - 肯特股份 (Kent Co., Ltd.) Core Points and Arguments 1. Upcoming NVIDIA GTC Conference: Anticipation is high for the next-generation AI server architecture GB300 and Rubin technology innovations as the NVIDIA GTC conference approaches [1] 2. Surge in AI Computing Demand: The demand for AI computing is rapidly increasing, leading to a significant opportunity for PTFE (Polytetrafluoroethylene) materials due to their low dielectric loss and high-temperature resistance [1] 3. Shift from Copper Cables: There is a clear trend towards replacing copper cables with PTFE materials in high-speed interconnect PCB backplanes [1] Key Recommendations 1. Zhongying Technology: The company is focused on the high-frequency copper-clad board sector and has launched a new 300,000 square meter PTFE high-frequency copper-clad board project that is now operational, allowing for quick responses to NVIDIA GB300 supply chain demands [1] 2. Kent Co., Ltd.: The company possesses core technology for PTFE film modification, with products indirectly supplying NVIDIA's GB300 architecture backplane through Shengyi Technology [1]