bullish
Hon Hai & Zhen Ding Show No Major AI Slowdown; Taiwan AI Supply Chain Names Lag Nvidia's Rebound
322 Views22 Aug 2024 01:09
Hon Hai and Zhen Ding report strong growth with no signs of slowdown in AI server or mobile demand, while Taiwan AI supply chain names have not seen the same rebound as Nvidia.
What is covered in the Full Insight:
- Introduction
- Hon Hai's 2Q24 Performance
- Zhen Ding's 2Q24 Performance
- Impact of Nvidia GB200
- Taiwan AI Supply Chain Overview
SUMMARY
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Full Insight
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