Huaqin Co. (603296.SS): Data center business ramp-up with AI server, switch and Supernode total solution; Buy We remain constructive on the company's growing revenues exposure to data center business, supported by the rising China CSP spending on AI training/ inferencing servers, the company's capabilities to offer comprehensive product portfolio (AI server, general server, Supernode, switch etc.), and roll-out of its Supernodes solution. The company started the small-batch delivery of Supernode solution fr ...