Nvidia's sudden increase in volume was somewhat expected, but delivery issues will inevitably affect the entire supply chain. First, the domestic supply chain must be involved; without its participation, it would be difficult to achieve rapid delivery on a global scale. Second, seizing the opportunity is crucial. Industry leaders in various component and sub-component sectors are more likely to secure orders due to their production capacity and brand recognition. Third, the process from expectation to actual implementation will take a long time and will involve continuous weeding out of suppliers. Fourth, this year's delivery is likely to fall short of expectations, but that won't stop short-term speculation. Any company that can secure an order is expected to see a significant increase in sales and market value.
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