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ordain $NATGATE (0270.BMS)$ The three main products for revenue growth in the next few years:
1) $NVIDIA (NVDA.US)$ Artificial intelligence servers
Mass production of the FY24Q2 only began, and 1,000 units are expected to be delivered this year...
Note 1: $PIE (7095.BMS)$ It is also the foundry of Nvidia AI Server, but Natgate is the only one in MalaysiaOEM officially recognized by Nvidia. Generally speaking, OEM makes more money than EMS, and the retail price of a server with 8 H100 video cards is about 300 thousand dollars.
Note 2: Natgate will also replace Huawei's subsidiaryXFusion OEM Nvidia AI ServerIt's just that the video card model should be the cheaper castrated version of the A100.
2) $Coherent (COHR.US)$ optical module
Since the largest customer (the world's leading optical module market share and has contributed more than 50% of the company's turnover in the past few years) began moving production lines from China to Malaysia last year, the company's revenue fell sharply. However, the transfer process is nearing completion. It is estimated that production will be fully resumed at the end of this season, and part of the business that the Chinese foundry was previously responsible for will also be handed over to the company for production.
Optical modules are important devices in data centers. They can convert data from electronic signals to optical signals quickly with optical fibers...