Hon Hai Precision Industry Co (鴻海精密) yesterday said it would start shipping new artificial intelligence (AI) server racks powered by Nvidia Corp’s latest graphics processing units (GPUs) in December.
“From November, Hon Hai is to enter mass production of servers or racks equipped with GB200 chips along with the liquid-cooling systems for those machines,” Hon Hai spokesman James Wu (巫俊毅) said on the sidelines of a news conference to launch the company’s annual technology event in Taipei.
The announcement comes after Nvidia resolved a design flaw in its new-generation Blackwell chips.
Photo: Fang Wei-chieh, Taipei Times
That would pave the way for the first shipments of GB200 server racks in December from its manufacturing sites in Taiwan, Mexico and the US, Wu said.
Shipments are expected to increase in the first quarter next year, he said.
About 80 percent of the components for the new AI servers, such as switches and cooling systems, are supplied by Hon Hai, excluding GPUs and CPUs, Wu said.
Typically, Hon Hai supplies half of the components for the hardware it assembles, he said.
Most of the new AI servers would be equipped with GB200 NVL72 chips, which has more computing power than GB200 NVL36 chips, Wu said.
GB200 NVL72 has 72 GPUs in one rack, doubling the 36 GPUs of the GB200 NVL 36, Nvidia said.
Hon Hai said it is to showcase the new server racks powered by the GB200 chip at the Hon Hai Tech event on Tuesday and Wednesday next week.
“We will showcase the mass production version of GB200 [installed in the servers], rather than just a model as displayed during the Computex trade show in June,” Wu said, adding that “coolant will be injected into the cooling systems.”
Hon Hai is also to demonstrate new electric vehicles (EV), including the Model D multiple-purpose vehicle and the Model U minivan, at the event.
The company expects to secure new orders soon from traditional automakers other than start-ups, Wu said.
In August, the company said it was in talks with two automakers in Japan, which has become one of the most important EV markets for Hon Hai.
WEAKER ACTIVITY: The sharpest deterioration was seen in the electronics and optical components sector, with the production index falling 13.2 points to 44.5 Taiwan’s manufacturing sector last month contracted for a second consecutive month, with the purchasing managers’ index (PMI) slipping to 48, reflecting ongoing caution over trade uncertainties, the Chung-Hua Institution for Economic Research (CIER, 中華經濟研究院) said yesterday. The decline reflects growing caution among companies amid uncertainty surrounding US tariffs, semiconductor duties and automotive import levies, and it is also likely linked to fading front-loading activity, CIER president Lien Hsien-ming (連賢明) said. “Some clients have started shifting orders to Southeast Asian countries where tariff regimes are already clear,” Lien told a news conference. Firms across the supply chain are also lowering stock levels to mitigate
NEW PRODUCTS: MediaTek plans to roll out new products this quarter, including a flagship mobile phone chip and a GB10 chip that it is codeveloping with Nvidia Corp MediaTek Inc (聯發科) yesterday projected that revenue this quarter would dip by 7 to 13 percent to between NT$130.1 billion and NT$140 billion (US$4.38 billion and US$4.71 billion), compared with NT$150.37 billion last quarter, which it attributed to subdued front-loading demand and unfavorable foreign exchange rates. The Hsinchu-based chip designer said that the forecast factored in the negative effects of an estimated 6 percent appreciation of the New Taiwan dollar against the greenback. “As some demand has been pulled into the first half of the year and resulted in a different quarterly pattern, we expect the third quarter revenue to decline sequentially,”
Six Taiwanese companies, including contract chipmaker Taiwan Semiconductor Manufacturing Co. (TSMC), made the 2025 Fortune Global 500 list of the world’s largest firms by revenue. In a report published by New York-based Fortune magazine on Tuesday, Hon Hai Precision Industry Co. (better known as Foxconn) ranked highest among Taiwanese firms, placing 28th with revenue of US$213.69 billion. Up 60 spots from last year, TSMC rose 60 places to reach No. 126 with US$90.16 billion in revenue, followed by Quanta Computer Inc. at 348th, Pegatron Corp. at 461st, CPC Corp., Taiwan at 494th and Wistron Corp. at 496th. According to Fortune, the world’s
DIVERSIFYING: Taiwanese investors are reassessing their preference for US dollar assets and moving toward Europe amid a global shift away from the greenback Taiwanese investors are reassessing their long-held preference for US-dollar assets, shifting their bets to Europe in the latest move by global investors away from the greenback. Taiwanese funds holding European assets have seen an influx of investments recently, pushing their combined value to NT$13.7 billion (US$461 million) as of the end of last month, the highest since 2019, according to data compiled by Bloomberg. Over the first half of this year, Taiwanese investors have also poured NT$14.1 billion into Europe-focused funds based overseas, bringing total assets up to NT$134.8 billion, according to data from the Securities Investment Trust and Consulting Association (SITCA),