Morgan Stanley: Hon Hai will get orders for Apple's 20,000 AI servers this year
Hawk_Finance
2024-03-08 15:55:26
2.83W
Share to:
Collect
Hot List Ranking
- Involving 200 AI and chip companies, the United States may impose a new round of export bans on ChinaGlobal Finance
- China and the EU are about to reach an agreement on the electric vehicle tariff dispute!Global Finance
- Honda and Nissan, two major auto giants, announced the launch of merger negotiations and aim to reach a final agreement in June next year.Global Finance
- Trump publicly stated again: in favor of TikTok continuing to operate in the United StatesGlobal Finance
- Volkswagen Group plans to lay off 35,000 people and cut German production capacity by 730,000 vehiclesGlobal Finance
According to the latest report from Morgan Stanley Securities, Hon Hai will take orders for Apple's 20,000 AI servers this year, with Nvidia H100 servers accounting for up to 40-50% of the total.。A visit to the supply chain by Morgan Stanley Securities found that Hon Hai Group's Industrial Fulian has been working with Apple to develop servers since 2021 and will start shipping small batches of Apple in mid-2023.。In addition, according to Taiwan media reports, Hon Hai shipped to Apple's AI server is already in the testing phase, with Apple targeting AI applications, Hon Hai has the opportunity to further expand shipments.。In response to whether it has received a new order for Apple's AI server, Hon Hai said it does not comment on a single customer and product.。
·Original
Disclaimer: The views in this article are from the original Creator and do not represent the views or position of Hawk Insight. The content of the article is for reference, communication and learning only, and does not constitute investment advice. If it involves copyright issues, please contact us for deletion.
Guess what you like
