Nvidia(US:NVDA) Feng Huang Wang·2025-06-11 02:10Group 1 - The "Made in America" strategy promoted by President Trump is set to achieve its first victory with Foxconn expanding AI server production in the U.S. [1] - Foxconn plans to shift a significant portion of its GPU modules and motherboards production to the U.S., currently over 90% of these components are manufactured in Taiwan [1][2] - The expansion in Texas is crucial for Foxconn to enhance supply chain resilience amid geopolitical uncertainties [1] Group 2 - Foxconn and Wistron are the only two suppliers producing critical components for NVIDIA's AI servers, which require substantial engineering resources [2] - Over 1,000 engineers at Foxconn are dedicated to supporting NVIDIA's AI system development, covering various production stages [3] - Other suppliers like TSMC and SK Hynix are also expanding their operations in the U.S. to support the AI server supply chain [3][4]