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Hon Hai Precision Industry
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Hon Hai & Zhen Ding Show No Major AI Slowdown; Taiwan AI Supply Chain Names Lag Nvidia's Rebound
Equity Bottom-Up
382 Views
21 Aug 2024 17:09
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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