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ya. Hlb cuz the promote notion. so maybe blowing there. but from my own internal view, dufu is doing OK. May not recover much this quarter. maybe q3 only.
no such thing ya er xian. I attended dufu agm and notion briefing. lol. dufu orders are still good and picking up. dufu is the largest spacer in the world. why would supplier switch to notion which is small supplier of spacer. and notion make money from other parts more than spacer. very diff business model with two.