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As Uncle said, Greatech is the Tech leader. It managed to win jobs and replenished their orderbook to 750mil in May '25 from 785mil in Feb '25 despite tariff uncertainty and revenue runrate. Once the tariffs go into effect, US customers will make capital expenditure (capex) decisions and as Uncle mentioned orderbook will surge in 2H2025 and begin to be delivered in 2026 and beyond. Meantime, it has stated in 1Q25 that a new significant project is underway and will be delivered in coming quarters
Not sure whether First Solar Malaysia falls under the category of All Others. There is also the baseline tariffs of 10% for all exports from Malaysia to US. Reciprocal tariffs has been paused for 90 days. Greatec's clients from US may experience slower growth due to the tariffs in the short term and indirectly soften the demand for Greatec's products/solutions; depending how soon its US clients ramp up their local productions capability.