Shulou(Shulou.com)11/24 Report--

Thanks to CTOnews.com netizens for the delivery of clues about the past. CTOnews.com August 14 news, according to Taiwan media "Economic Daily" reported early this morning, Hon Hai Group won the first order for Nvidia HGX AI server chip substrate, the proportion of supply will be more than 50%.

According to reports, following the previous order for another DGX AI server chip substrate of Nvidia, Hon Hai has won two of Nvidia's most important AI server substrate orders, while the proportion of supply is gradually expanding. Industry analysis, Hon Hai Group will be its industrial USI (FII) to undertake Nvidia's AI chip substrate orders.

At the same time, it also indicates that Hon Hai's performance in the second half of the year is expected to usher in a "big explosion":

Hon Hai has become the largest supplier of chip substrates to Nvidia, the "AI chip leader".

Apple's new iPhone 15 series will be unveiled and launched

Hon Hai electric cars are expected to ship in the fourth quarter of this year.

In addition, Hon Hai will hold a legal person briefing today, and the company is currently in a period of silence before the legal meeting. According to reports, at today's legal conference, the legal person will focus on important issues such as the acceptance of AI orders, the progress of electric vehicles, the shipment status of iPhone 15 series new phones and overseas layout.

CTOnews.com previously reported that USI, owned by Hon Hai Group, had reported that it would exclusively supply AI servers to Apple. Taiwan media quoted the statistics of market survey agencies as saying that Hon Hai Group currently has a market share of about 43% in the global server sector, and is currently Amazon's largest cloud service provider, and has supplied AI servers to ChatGPT and Nvidia.

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