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

According to CTOnews.com news on October 9, according to a report by Taiwan media "Economic Daily", there are reports from the industry that Nvidia CEO Huang Renxun will go to Taiwan again to participate in Hon Hai's Science and Technology Day on October 18.

Huang Renxun appeared at the Taipei International computer Show (COMPUTEX) at the end of May, setting off a generative AI craze. Attending Foxconn Day, he is expected to lead another upsurge in the supply chain of AI and electric vehicles.

Liu Yangwei, chairman of Hon Hai, had predicted that "there will be special guests on this year's Science and Technology Day". Market news predicts that on October 18, Foxconn, Liu Yangwei and Huang Renxun will be on the same stage and release the message of strengthening cooperation between the two sides. Hon Hai and Nvidia both responded that they "do not comment on the rumors".

Hon Hai is Nvidia's long-term partner, whether it is AI chip module, substrate, motherboard, server to cabinet, it can be said to be an one-stop service, helping to build a complete solution of Nvidia's AI server supply chain.

The market previously reported that Hon Hai won the order for chip modules of Nvidia's latest AI chip GH200, as well as L40/L40S products, which will be supplied exclusively and continue to expand its market share in Nvidia. As the AI chip module is the highest gross margin in the entire server supply chain, Hon Hai's gross profit margin is also expected to rise.

Liu Yangwei previously said that Hon Hai is the only manufacturer that can provide complete solutions for generative AI, including modules, substrates, motherboards, servers to cabinets, and even to heat dissipation, chassis and the entire data center.

Hon Hai, together with Nvidia Sprint Electric vehicles, has been authorized to become a first-tier (Tier1) supplier of Nvidia vehicles and will use Nvidia DRIVE Orin technology to produce electronic control units (ECU) for the global automotive market.

CTOnews.com Note: last year's Foxconn Day was also held on October 18, when Liu Yangwei launched the Model C production car, the Model V electric pickup truck and the Model B compact electric car. In 2021, Hon Hai unveiled Model C prototypes, Model E sedans, and Model T electric buses.

▲ Picture Source Hon Hai

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