NVIDIA CEO Jensen Huang is expected to visit Taiwan, where he will reportedly attend Foxconn's yearly "Technology Day" event & expand collaboration with the company.
NVIDIA-Foxconn partnership goes a long way back; however, both companies have recently accelerated joint developments, especially after the advent of the generative AI frenzy. Foxconn accounts for a decent share of NVIDIA's server orders, and the company specializes in "chip substrates" as well, which is why it was reported that the company received gigantic orders from Team Green itself. Foxconn's intentions are to dominate NVIDIA's orders and become its "biggest supplier," dethroning the likes of Wistron.
The visit of Jensen will mark new beginnings for a rather extensive collaboration since industry sources report that NVIDIA is planning to ramp up its "order volumes" to Foxconn, leading to an "exclusive" status.
Foxconn's "Industrial Internet" division will be responsible for producing NVIDIA's AI orders, mostly compromising DGX and HGX chip substrates for those a bit confused. It is said that Foxconn has been granted a whopping 50% share of NVIDIA's AI chip substrate orders. You can categorize Foxconn as a "one-stop solution" for Team Green's AI chip modules, substrates, motherboards, servers, or cabinets requirements.
If we look at the fact that Jensen's relations with Taiwanese suppliers have always been deep-rooted, it is evident that Foxconn is the next entrant in the "whole circle," getting included in the likes of TSMC and Wistron. Including Foxconn will definitely aid in NVIDIA's high AI ambitions and generate huge profits for the company since AI chip modules are known to be a "highly profitable" department in the supply chain.
Foxconn has already
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