Nan Juen International Co (南俊國際), which supplies rail kits used in servers, has entered the supply chain of Nvidia Corp by securing orders for the US chip giant’s GB200 artificial intelligence (AI) servers.
The Taoyuan-based company has obtained Nvidia’s recommended vendor list (RVL) certification and is expected to complete volume production preparations in the third quarter of this year, with initial shipments likely to begin at the end of this year or early next year, the company said at an investors’ conference in Taipei yesterday.
The server rail kit business is expected to make a larger contribution to the company’s revenue next year, Nan Juen said.
Photo: Lin Jing-hua, Taipei Times
The company also supplies rail kits for non-server applications, including office furniture, kitchenware, home appliances and tool cabinets.
In the first half of this year, server rails accounted for 34 percent of the company’s total sales, up from 27 percent at the end of last year, Nan Juen chief financial officer Vincent Jen (任忠仁) told investors.
Server rails are not something that always stand out or attract attention compared with other components, but they are necessary to ensure that servers can be easily installed, modified, maintained or, if necessary, replaced.
Nan Juen began cooperating with US-based Super Micro Computer Inc in 2002 for the mass production of server rails. It entered the data center supply chains of two major cloud service providers in the US in 2019 and 2022 respectively, a document released after the company’s earnings conference showed.
With the Nvidia deal, Nan Juen is to join King Slide Works Co (川湖科技) in becoming the second rail kit supplier for GB200 servers, and analysts expect the two companies to become primary server rail kit suppliers for the world’s major cloud service providers.
Nan Juen reported a net profit of NT$97.34 million (US$3.05 million) in the first half of the year, compared with a net loss of NT$25.47 million in the same period last year, on revenue of NT$905.81 million, a 56.3 percent increase year-on-year.
Earnings per share were NT$1.49 in the first six months, compared with losses per share of NT$0.42 during the same period last year, while gross margin improved 12.21 percentage points to 24.63 percent.
The company expects its business to steadily improve in the second half of this year, with growth momentum to strengthen further next year, it added.
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