和硕 2025年服务器营收拼翻倍

Core Viewpoint - Hon Hai Precision Industry Co., Ltd. (also known as Foxconn) is aggressively pursuing its server business, launching two high-performance server platforms, AS205-2T1 and AS400-2A1, equipped with NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs, aimed at enhancing enterprise applications across various fields, including AI inference and scientific computing [1][2] Group 1: Server Business Development - The company anticipates strong performance in its server business in the second half of the year, with a projected doubling of revenue for the entire year [1] - The newly launched systems demonstrate the powerful capabilities of NVIDIA RTX PRO Blackwell GPUs, suitable for media production, industrial design, scientific research, virtual desktop infrastructure (VDI), and digital twin development [1] Group 2: AI Digital Twin Platform - The company has developed the AI digital twin platform PEGAVERSE to assist engineers and factory managers in collaborative planning, production simulation, and optimization of production lines, providing real-time insights into facilities and equipment [1] - Engineers and factory managers utilize PEGAVERSE for various applications, maximizing equipment utilization and reducing the time and cost of physical transformations, with eight virtual factories operating in parallel with physical production lines, potentially shortening new factory setup time by 40% [2] Group 3: Revenue Goals and Market Dynamics - The server business experienced exponential growth last year, with this year's momentum driven by mid-sized cloud service providers (CSPs) and small to medium-sized data center clients [2] - The first phase revenue target for the server business is set at $2 billion, with plans to achieve this by 2027; however, increased customer inquiries this year may allow for an earlier achievement of this goal [2]