此外，鸿腾精密此前公布2024年第三季度未经审计的综合业绩。营收同比增长0.8%，为11.74亿美元，因对人工智能相关连接产品的强劲需求在很大程度上被公司消费电子业务和电动车业务的疲软需求所抵消。鸿海精密高管在最新的财报电话会议上表示，预计到2025年，包括人工智能服务器在内的云业务的销售额将与手机业务大致相当。Hongteng Precision (06088) is now down more than 4%. As of press release, it is down 4.83% to HK$3.15, with a turnover of HK$77.1121 million.
The Zhitong Finance App learned that Hongteng Precision (06088) is now down more than 4%. As of press release, it is down 4.83% to HK$3.15, with a turnover of HK$77.1121 million.
According to the news, there were media reports at the beginning of this month that Nvidia's mass production plan for the next generation Blackwell architecture chip GB200 is once again facing technical bottlenecks, and Microsoft will cut orders. The supply chain revealed that the problem this time was the backplane connection design. Due to the poor test yield of cartridge connectors from the US supplier, mass production may be delayed until March 2025.
Furthermore, Hongteng Precision previously announced unaudited comprehensive results for the third quarter of 2024. Revenue increased 0.8% year over year to $1.174 billion, as strong demand for connected products related to artificial intelligence was largely offset by weak demand in the company's consumer electronics business and electric vehicle business. Hon Hai Precision executives said in the latest earnings conference call that it is expected that by 2025, the sales volume of the cloud business, including artificial intelligence servers, will be roughly the same as the mobile phone business.
