Jing Ji Ri Bao·2025-07-30 00:19Group 1 - Nvidia is significantly increasing orders from TSMC for H20 chips, targeting a total of 300,000 units for the Chinese market, indicating strong AI investment from major Chinese cloud giants like Alibaba, ByteDance, Baidu, and Tencent [1] - The demand for AI servers from Chinese cloud service providers (CSPs) is expected to rise, benefiting AI server manufacturers such as Hon Hai's FII, Inventec, and Shenda, as they respond to the growing needs of these companies [1] - Industrial Fulian's cloud computing business saw over 50% year-on-year revenue growth in Q2, driven by increased demand for large-scale AI cabinets from clients, with AI server revenue growing over 60% year-on-year and CSP server revenue surging more than 150% compared to the same period last year [1] Group 2 - Inventec has established a strong presence in the Chinese cloud market, supplying major players like Baidu, Alibaba, Tencent, and ByteDance with AI server components, primarily in the form of L10 (cabinet assembly and testing) and L11 (server integration and rack deployment) [2] - Alibaba Cloud leads the Chinese AI IaaS market with a 23% market share last year, and is pushing advanced AI programming models to stimulate further demand for AI server installations [2] - Following the lifting of the US ban, Inventec's clients in China are expected to strengthen their demand for AI servers, with a shift in product mix anticipated in the second half of the year, favoring higher-margin motherboard (L6) shipments [2]