FIT HON TENG：Beneficiary of GB200 server ramp in 4Q24E; Assessing the AI server opportunity

23 Oct 2024 Earnings Summary CMB International Global Markets | Equity Research | Company Update FIT Hon Teng (6088 HK) Beneficiary of GB200 server ramp in 4Q24E; Assessing the AI server opportunity We identified FIT Hon Teng as the GB200 server winner in H-share tech space, given FIT is poised to benefit from GB200 server ramp in 2025, with Hon Hai being the first ODM shipping to major CSPs in 4Q24E. As GB200 NVL72/36's key component supplier for compute tray connectors/cables, NVLink copper cables, power ...