bullish
Hon Hai & Zhen Ding Show No Major AI Slowdown; Taiwan AI Supply Chain Names Lag Nvidia's Rebound
210 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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- Taiwan Tech Weekly: Taiwan Rebound Lagging Nvidia; Why TSMC's 'Foundry 2.0' Is Significant22 Aug 2024
- Hon Hai & Zhen Ding Show No Major AI Slowdown; Taiwan AI Supply Chain Names Lag Nvidia's Rebound22 Aug 2024
- Taiwan Tech Weekly: Tough Start for Nvidia and Apple Supply Chains; Asustek, Novatek Results Ahead05 Aug 2024
- Taiwan Tech Weekly: Hit Hard By AI/Tech Pullback; Watch UMC, Mediatek, Realtek, AMD, MSFT Earnings28 Jul 2024
- Hon Hai: Traditional Server Market Now Adding to AI Growth; Expects Market Share Gains in 2024E15 May 2024
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