On June 20th, Guo Mingji, an analyst at TF International Securities, stated that Huang Renxun, CEO of NVIDIA, recently publicly stated that NVIDIA's goal is to release a new flagship AI chip every year. This strategy will help NVIDIA's competitiveness, but the execution challenge is to accelerate the supplier certification process in order to synchronize system development. My latest survey shows that in order to speed up the supplier certification process, Nvidia has begun to integrate the procurement and certification of various AI system product lines, and for those suppliers who have obtained HGX/DGX H100 certification, can simplify the GB200 certification process and accelerate entry into the GB200 supply chain. AOSL is currently a supplier of HGX/DGX H100 MOSFETs and Power ICs. Due to Nvidia's changes in supplier certification processes, it is expected to become a new GB200 supplier and start shipping before the end of this year, sharing high-priced GB200 orders from suppliers such as Renesas and MPS. In the future, more manufacturers are expected to become GB200 suppliers faster due to Nvidia's change in certification processes, making it a new investment focus worth paying attention to in 2H24.