Hon Hai maintains sales revenue on strong Nvidia AI server demand

Hon Hai’s August sales hit NT$606.5 billion, or around $19.8 billion, showing a 10.6% increase from last ￰0￱ company said its AI server business in the ￰1￱ still running strong. That’s what’s keeping this machine alive. Nvidia’s demand hasn’t cooled, and Hon Hai is still building servers like it’s 2022 all over ￰2￱ were expecting third-quarter sales to rise by 16.4%, but Hon Hai didn’t quite hit ￰3￱ so, the company said it’s confident Q3 sales will still grow both compared to last quarter and the same time last ￰4￱ Hai boosts server production while iPhone orders fall Server sales are about to more than double for Hon Hai this quarter. Meanwhile, the company’s consumer electronics division is losing ￰5￱ phones aren’t selling like they used ￰6￱ Hai still assembles iPhones for Apple, and that business still makes up a big chunk of its ￰7￱ it’s not where the action is ￰8￱ company is now relying more on AI infrastructure, especially server demand from ￰9￱ shift is happening ￰10￱ is still in the picture, but Hon Hai is following the money, and the money’s in ￰11￱ Hai, also known globally as Foxconn, is building up AI server production in the ￰12￱ avoid tariffs from the U.

S.-China trade ￰13￱ in May, the company already lowered its full-year revenue outlook because of geopolitical ￰14￱ now, with Donald Trump pushing for a 100% tariff on semiconductor imports , the warning signs are ￰15￱ said companies moving production to the ￰16￱ be exempted, and Hon Hai isn’t wasting ￰17￱ company is expanding its ￰18￱ with more AI server production lines coming to Wisconsin and Texas, where it already has ￰19￱ didn’t give numbers, but confirmed more AI hardware would be built on U. S. soil. “We’re expanding server production inside America,” one senior official ￰20￱ logic is ￰21￱ the servers are built in the U.

S., they don’t get hit by ￰22￱ pushes back while Nvidia doubles down On the China side of the story, ByteDance, Alibaba, and others still want Nvidia’s H20 AI chips. That’s despite Chinese regulators telling them not ￰23￱ insiders said Chinese companies are trying to confirm if their H20 orders are going through. They’re also watching Nvidia’s next move: a stronger chip called the ￰24￱ B30A is based on Blackwell architecture, and if Washington approves it for China, it will cost about twice as much as the H20. That’s $20,000–$24,000 per ￰25￱ the power might be worth ￰26￱ person involved said, “The B30A is six times stronger than the H20.” Both the H20 and the upcoming B30A are watered-down versions of Nvidia’s main chips.

They’re made to follow ￰27￱ controls, so Nvidia can still sell in China ￰28￱ the battle is ￰29￱ made up 13% of Nvidia’s revenue last year, and it doesn’t want to lose that ￰30￱ the same time, ￰31￱ don’t want to push Chinese companies straight into Huawei’s ￰32￱ in the ￰33￱ it’s smarter to keep Chinese tech firms dependent on Nvidia’s tools, rather than let them move to domestic ￰34￱ ￰35￱ software ecosystem locks customers ￰36￱ if the chips are downgraded, they still work with Nvidia’s ￰37￱ is also getting his ￰38￱ said the ￰39￱ worked out a deal with Nvidia to take 15% of H20 ￰40￱ exact terms haven’t been published, but insiders confirmed the agreement was made in ￰41￱ still, China isn’t backing ￰42￱ there have summoned major firms like Tencent and ByteDance, questioning their orders and raising data security ￰43￱ source said companies were told to explain why they’re still buying ￰44￱ so far, no official ban has been ￰45￱ are still free to buy Nvidia hardware, even if they’re being ￰46￱ the sources who spoke about the China side declined to go on record, according to Reuters, as none were authorized to talk.

That’s where Hon Hai stands; right in the ￰47￱ Difference Wire helps crypto brands break through and dominate headlines fast