[新聞] 打破掉單傳聞! 鴻海擴大與輝達在北美合作
原文標題:
打破掉單傳聞! 鴻海擴大與輝達在北美合作
原文連結:
https://udn.com/news/story/7240/7540259
發布時間:
記者署名:
2023-10-30 22:47
經濟日報 記者蕭君暉/台北即時報導
原文內容:
輝達(NVIDIA)執行長黃仁勳日前出席鴻海(2317)科技日活動後,敲定訪台大禮,北美
地區的輝達最高階H100 AI伺服器模組訂單,全數交給鴻海,將在鴻海墨西哥、美國與台
灣新竹等地工廠生產,業界最關注的輝達B100晶片模組訂單,後續也有機會由鴻海統包。
鴻海近期陷入旗下富士康遭大陸官方查稅風暴,一度傳出輝達有意抽單,如今輝達對鴻海
訂單不減反增,兩家公司關係深厚不言可喻,也打破「鴻海掉單」的傳聞。由於AI晶片模
組是整個伺服器供應鏈中毛利最高的產品,可望明顯提升鴻海的毛利率。
https://i.imgur.com/vJV83iI.jpg
心得/評論:
廣達有在做的,鴻海也有做,包括特斯拉ECU
AI伺服器、電動車,成長可期
今日爆大量卻未跌停,買盤浮現?
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