Market Insight | FIT HON TENG Precision rises nearly 6% again, Microsoft's Q4 GB200 orders surge, Hon Hai and NVIDIA cooperate closely in the AI field
FIT HON TENG's stock price rose nearly 6%, up 5.41% as of the time of publication, reaching HKD 3.12, with a turnover of HKD 79.6078 million. Analyst Ming-Chi Kuo predicts that the shipment volume of Blackwell GB200 chips in the fourth quarter will reach 150,000-200,000 units, with a growth of 200%-250% in the first quarter of next year. Microsoft's order volume in the fourth quarter is expected to surge by 3-4 times. FIT HON TENG is actively deploying in the AI field and is expected to enter the backplane connection supplier list through NVIDIA certification
According to the Wise Finance APP, FIT HON TENG (06088) rose nearly 6% again. As of the time of publication, it rose by 5.41% to HKD 3.12, with a turnover of HKD 79.6078 million.
On the news front, Tianfeng International analyst Ming-Chi Kuo predicts that the shipment volume of Blackwell GB200 chips in the fourth quarter will be between 150,000 to 200,000 units, and the shipment volume in the first quarter of next year will significantly increase by 200%-250% to reach 500,000 to 550,000 units. Ming-Chi Kuo also stated that the order volume of its largest customer, Microsoft, in the fourth quarter will surge by 3-4 times, exceeding the sum of all other cloud service providers. He recommends focusing on Blackwell's semiconductor supply chain and Microsoft's GB200 supply chain.
Sinolink International pointed out that FIT HON TENG is one of the leading global server connector manufacturers. Its parent company, Hon Hai, has close cooperation with NVIDIA in the AI field. Currently, the group is actively deploying a variety of new products such as connectors, cables, and memory slots in the AI service field to meet the order demand in the AI field. NVIDIA's GB200 NVL cabinet GPU and NV Switch adopt a copper interconnection method. The related connection products have patents and manufacturing barriers. With years of technical accumulation in the connector industry and lean manufacturing capabilities, the company is expected to pass NVIDIA certification and enter the list of backplane connection suppliers. As production efficiency improves, the company's share of Airpods can gradually increase, and it is poised to undertake orders for new models of Airpods