Morgan Stanley: Hon Hai will get orders for Apple's 20,000 AI servers this year
Hawk_Finance
2024-03-08 15:55:26
3.42W
Share to:
Collect
Hot List Ranking
- Toyota's R&D in China will be localized, and Chinese engineers will lead product developmentHawk News
- Tesla's first-quarter performance plummeted, and Musk said he would significantly reduce government workHawk News
- Trump's tariff policy reverses again: semiconductor tariffs will be implemented in one or two months!Hawk News
- Lei Jun said that SUV is the real main battlefield of the automotive industry, and Xiaomi YU7 will usher in the most brutal competitionGlobal Finance
- Microsoft announced layoffs of about 9,000 people, and CEO Nadella said that 20% to 30% of the company's code is generated by AIHawk News
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