Morgan Stanley: Hon Hai will get orders for Apple's 20,000 AI servers this year
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2024-03-08 15:55:26
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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.。
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