
AI-generated summary
Hon Hai is the world's largest foundry and has been actively deploying AI server and ASIC projects in recent years, benefiting from the growth in global AI demand.
Hon Hai pointed out that in addition to existing GPU servers, there are new customers and new project opportunities for ASIC projects this year, and the market share of related products will also increase significantly. (File photo)
[Reporter Fang Weijie/Report from Taipei] Hon Hai (2317) benefited from the rebound of the foundry group, coupled with the strong outlook for the fourth quarter, the market is optimistic that NVIDIA's (NVIDIA) new generation platform shipments will show significant quarterly growth. Under the support of buying today, Hon Hai's intraday stock price turned from green to red. As of 10:32 am, it was temporarily trading at 243 yuan, an increase of 1.46%, with a trading volume of 13,418 pieces.
Hon Hai pointed out that in addition to existing GPU servers, the ASIC project this year has introduced new customers and new project opportunities, and the market share of related products will also increase significantly. Future generations of products will be more fully involved, and according to different project needs, play different roles in key aspects such as modules, cooling systems, and cabinet integration.
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Not only large CSPs, Hon Hai has seen an increase in demand from more new cloud customers and AI model developers. As AI applications extend from model training to inference, enterprise AI services, and sovereign cloud, it is expected that related demand will continue to grow, and we will begin to see new cloud customers bring operational contributions as soon as the end of this year.
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AI outlook — possibilities, not facts
Hon Hai will see operational contributions from new cloud customers by the end of the year
Likely · Within months
The market share of Hon Hai ASIC project-related products will increase significantly
Likely · Within months
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