Hon Hai Precision Industry Co (鴻海精密) expects server revenue to exceed its iPhone revenue within two years, with the possibility of achieving this goal as early as this year, chairman Young Liu (劉揚偉) said on Tuesday at Nvidia Corp’s annual technology conference in San Jose, California.
AI would be the primary focus this year for the company, also known as Foxconn Technology Group (富士康科技集團), as rapidly advancing AI applications are driving up demand for AI servers, Liu said.
The production and shipment of Nvidia’s GB200 chips and the anticipated launch of GB300 chips in the second half of the year would propel Hon Hai’s strong revenue growth, he said.
Photo courtesy of Hon Hai Precision Industry Co via CNA
Liu’s remarks came as the company showcased new AI server racks and other products at the weeklong GPU Technology Conference (GTC). He led a delegation of more than 70 engineers and executives to the event this year, doubling the size from last year. The company is among more than 20 Taiwanese companies joining this year’s GTC.
Hon Hai was the first of Nvidia’s AI server partners to display new-generation AI server racks at the event, with its GB300 NVL72 server rack featuring Nvidia’s new Blackwell Ultra graphics processing units, 36 of Nvidia’s Grace central processing units, advanced superchip ecosystems, liquid cooling technology and Nvidia’s Omniverse digital twin technology.
The company’s subsidiary Ingrasys Technology Inc (鴻佰科技) is supplying the new liquid cooling solutions to AI server racks equipped with GB300 chips, it said.
Hon Hai, which Liu said is currently the world’s largest AI server supplier, is ramping up production of those high-end servers based on Nvidia's GB200 chips after starting small-volume production in December last year.
At the event, the company also showcased several automated machines, including hybrid robots that integrate high-end visual recognition, and precision motion technologies that support the semiconductor industry and automation needs.
The company’s AI nursing robot, Nurabot, made its debut at the GTC. Nurabot is designed to optimize medical workflows and enhance patient care, Hon Hai said.
The robot would first enter service at Taichung Veterans General Hospital and in the company’s partner hospitals in Taiwan later this year, it said.
In addition to Hon Hai, Wiwynn Corp (緯穎) showcased a series of new servers based on Nvidia’s GB300 NVL72 in collaboration with its parent company, Wistron Corp (緯創).
Wiwynn is one of the first electronics makers to supply GB200 NVL 72 server racks, the company said.
Wiwynn also demonstrated new AI servers running on Nvidia’s HGX B300 NVL 16, as well as a direct liquid cooling rack, the company said.
Meanwhile, Asustek Computer Inc (華碩) exhibited new AI pods, server racks equipped with Nvidia’s GB300 NVL72, and servers running on Nvidia B200 NVL8 and HGX H200 chips.
The company has secured orders for the new AI pods, it said.
Additional reporting by CNA
ENERGY ISSUES: The TSIA urged the government to increase natural gas and helium reserves to reduce the impact of the Middle East war on semiconductor supply stability Chip testing and packaging service provider ASE Technology Holding Co (日月光投控) yesterday said it planned to invest more than NT$100 billion (US$3.15 billion) in building a new advanced chip testing facility in Kaohsiung to keep up with customer demand driven by the artificial intelligence (AI) boom. That would be included in the company’s capital expenditure budget next year, ASE said. There is also room to raise this year’s capital spending budget from a record-high US$7 billion estimated three months ago, it added. ASE would have six factories under construction this year, another record-breaking number, ASE chief operating officer Tien Wu
The EU and US are nearing an agreement to coordinate on producing and securing critical minerals, part of a push to break reliance on Chinese supplies. The potential deal would create incentives, such as minimum prices, that could advantage non-Chinese suppliers, according to a draft of an “action plan” seen by Bloomberg. The EU and US would also cooperate on standards, investments and joint projects, as well as coordinate on any supply disruptions by countries like China. The two sides are additionally seeking other “like-minded partners” to join a multicountry accord to help create these new critical mineral supply chains, which feed into
For weeks now, the global tech industry has been waiting for a major artificial intelligence (AI) launch from DeepSeek (深度求索), seen as a benchmark for China’s progress in the fast-moving field. More than a year has passed since the start-up put Chinese AI on the map in early last year with a low-cost chatbot that performed at a similar level to US rivals. However, despite reports and rumors about its imminent release, DeepSeek’s next-generation “V4” model is nowhere in sight. Speculation is also swirling over the geopolitical implications of which computer chips were chosen to train and power the new
TECH WINNERS: Taiwan and South Korea reported robust trade, which suggests that they have critical advantages in the rapidly expanding AI supply chain, an official said Exports last month surged to a new high, as booming demand tied to artificial intelligence (AI) infrastructure fueled shipments of advanced technology components, underscoring the nation’s pivotal role in the global semiconductor supply chain. Outbound shipments climbed to US$80.18 billion, the highest ever for a single month, rising 61.8 percent from a year earlier and marking the 29th consecutive month of growth, the Ministry of Finance said yesterday. “The surge was driven primarily by global investment in AI infrastructure,” Department of Statistics Director-General Beatrice Tsai (蔡美娜) said. The mass production of next-generation AI computing systems has accelerated procurement across the semiconductor supply
RSS