Foxconn to Start Shipping Next-Gen AI Cabinets in 4Q

Dow Jones
Aug 12

1057 GMT - Foxconn plans to begin shipping the next-generation AI cabinets in 4Q after entering mass-production preparation in the 3Q, with the products expected to become its main offering next year, according to rotating CEO Michael Chiang. Product validation is progressing, with shipments set to ramp up in coming quarters, he says, referring to the upcoming platform without naming Nvidia's Vera Rubin directly. Greater automation, vertical integration and improved system-delivery capabilities are helping Foxconn win new projects, he adds, noting that it's on track to achieve its goal of 50% market share. While customer demand and project visibility remains highly positive, Chiang says next year's industry AI cabinet volumes will ultimately depend on the availability of advanced AI chip packaging capacity.

 

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10