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Hon Hai Precision Industry Co., Ltd., NVIDIA's main server - manufacturing partner, witnessed an 11% year - on - year revenue increase in the third quarter, with the figure hitting NT$2.06 trillion. This performance aligns with analysts' forecasts and underscores the solid demand for AI infrastructure. Such a result could potentially enhance market confidence in the long - term viability of the AI infrastructure boom in the post - ChatGPT era, especially as global capital is flocking to relevant suppliers. Nevertheless, some investors caution that the current high valuations may be difficult to maintain until AI services are widely adopted. A portion of Hon Hai's revenue is generated from assembling electronic devices for Apple. Given the slowdown in sales of these products, Hon Hai is relying more and more on the opportunities presented by the AI boom.
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