Guo Minggui: The unit price of NVIDIA B100 substrates is about 10% higher than H100. Guo Minggui pointed out today that ODM manufacturer Wistron is NVIDIA's largest supplier of CoWoS AI chip substrates in 2024, with a supply proportion of about 85%. Weichuang is also an exclusive supplier of AI chip modules and substrates for AMD (currently) and Intel (starting from the second half of 2024). The H-series substrate order obtained by Industrial Fulian is H200. The unit price of B100 substrate is about 10% higher than that of H100.