英伟达GB200散热解决 鸿海、广达等AI供应链运营将逐季高飞

Group 1 - Nvidia's AI server GB200 assembly cooling issues have been resolved, with expectations for significant performance boosts in AI server supply chain companies starting from Q2 [1] - The GB200 server is priced at ten times that of regular servers, indicating a strong potential for revenue growth in the second half of the year [1] - Major suppliers in the GB200 supply chain include TSMC, Hon Hai, Quanta, and others, highlighting a robust ecosystem supporting Nvidia's AI initiatives [1] Group 2 - Hon Hai reported record revenue of NT$641.36 billion in April, reflecting a 16.1% month-over-month increase and a 25.5% year-over-year increase, attributed to the large shipment of GB200 servers [2] - Quanta's executive noted that GB200 shipments began in March, with expectations for continued growth in performance and operations in the second half of the year [2] - Morgan Stanley estimates that GB200 shipments reached 1,500 units in April, a significant increase from 1,000 units in Q1, with Hon Hai being the largest contributor [3]