According to investor Serenity, Nvidia CEO Jensen Huang's supply chain management approach demonstrates significant value: investing approximately $400 million to secure critical material supplies can prevent competitors from incurring potential losses of hundreds of billions of dollars due to supply shortages. Serenity noted that this supply chain strategy is expected to extend further upstream across the AI industry through 2027, with potential impact on components including CCL, ABF, PCB, and optical modules.

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