The grand curtain of corporate transformation has begun to rise as the shift from the 'Fruit Chain' to the 'NVIDIA Chain' takes place. Lens Technology plans to acquire Peimeigao International, thereby indirectly acquiring a majority stake in Yuanshi Technology, to integrate into NVIDIA's industrial chain. LY International recruits senior engineers for NVIDIA's liquid cooling delivery, successfully entering NVIDIA's liquid cooling supply chain. Luxshare Precision made earlier layout (strategic moves), achieving remarkable success in the copper interconnect segment. However, competition in NVIDIA's industrial chain is extremely fierce. In the liquid cooling market, leading enterprises such as Vertiv Technologies and Inspur Information dominate. In the optical module data communication market, the 'Yi-Zhong-Tian' trio stands strong, while overseas companies also hold an advantage in connector supply. Additionally, to break free from 'Apple dependence,' Fruit Chain giants have flocked to the Hong Kong Stock Exchange for secondary listings to raise funds. Yet, diversified layout (strategic layout ) requires significant investment with long payback periods, imposing immense financial pressure. It remains uncertain who will secure a foothold in the new industrial chain.
