Wistron is optimistic about the GB200 orders, and the expansion of the American factory will first address the issue of heat generation in the Cartridge connectors, which was not mentioned in the Economic Times on December 3, 2024, at 03:00 by Hou Guanzhou.
In the market, due to the poor yield of cartridge connectors from US-based Tier-1 suppliers, NVIDIA's next-generation Blackwell architecture chip GB200 mass production plan has once again encountered a technical bottleneck, and American cloud service provider (CSP) Microsoft is rumored to be reducing orders. In response, Yang Qiling, Executive Vice President and General Manager of HuaDa and YunDa, mentioned that he has not heard about the heating issue for the cartridge currently, and the change in order quantity seems to be okay at this stage.
On the 2nd, Yang Qiling attended the 'Taoyuan Intelligent Manufacturing Dual-axis Sharing Meeting: AI & Health Inspection Dual-Empowerment Intelligent Manufacturing Re-upgrade' forum, delivered a speech on 'AI-Driven New Future of Industry', and answered questions from the media on topics such as American layout and GB200 shipping status.
Yang Qiling pointed out that the manufacturing process of the Cable Cartridge itself is a bit tricky. However, they are currently in the ramp-up phase, and the overall order change status of CSP seems to be fine at this stage.
Yang Qiling pointed out that the manufacturing process of the Cable Cartridge itself is a bit tricky. However, they are currently in the ramp-up phase, and the overall order change status of CSP seems to be fine at this stage.
Regarding the American layout, Yang Qiling explained that HuaDa has supported local production in the US in the past. This is because they can provide services to customers nearby. HuaDa has two factories in America, one in California and another in Tennessee, with ongoing expansions. Whether America will add new bases in the future still depends on customer demand and business situations.
Yang Qiling added that the future roadmap has been constantly changing, and the AI industry is already formed. From training to inference, and all the way to the end devices, AI has actually created an end-to-end connection and continues to advance.
Yang Qiling added that the future roadmap has been constantly changing, and the AI industry is already formed. From training to inference, and all the way to the end devices, AI has actually created an end-to-end connection and continues to advance.
To meet the strong demand for AI servers, HuaDa has been continuously expanding its production energy in America. They announced a $1 billion investment in their American subsidiary QMN in May, and later announced another $0.23 billion investment in November, totaling about $7.28 billion yuan.
At a legal conference, HuaDa stated that there will be a three-digit annual increase in AI server revenue next year. Additionally, AI server revenue will account for over 70% of the overall server revenue, with a capital expenditure of around 12 billion yuan next year, mainly used for AI server production and expansion.
At a legal conference, HuaDa stated that there will be a three-digit annual increase in AI server revenue next year. Additionally, AI server revenue will account for over 70% of the overall server revenue, with a capital expenditure of around 12 billion yuan next year, mainly used for AI server production and expansion.
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