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纬创:美国新工厂将于明年为英伟达服务器生产做好准备
news flash· 2025-05-16 07:39
中国台湾电子代工厂纬创表示,该公司为其客户英伟达在美国新建的工厂将于明年完工,并正在与其他 潜在客户进行谈判。英伟达计划在未来四年内在美国建造价值高达5000亿美元的AI服务器,纬创新建 工厂中的部分设施将用于支持该计划。 ...
首家省级开源鸿蒙制造业创新中心落户前海;SK集团将出售电动汽车充电器制造部门SK Signet丨智能制造日报
创业邦· 2025-05-16 03:12
Group 1 - The first cross-border e-commerce TIR international truck from Henan has successfully launched, marking the integration of cross-border e-commerce and TIR transportation mode, enhancing logistics efficiency for inland regions and supporting "Made in China" exports [1] - The first provincial-level open-source Harmony manufacturing innovation center has been established in Qianhai, focusing on core technologies like real-time computing and AI, aiming to develop a unified operating system for distributed heterogeneous multi-machine collaborative robots [1] - SK Group plans to sell 62.9% of its electric vehicle charger manufacturing subsidiary, SK Signet, as part of its business rebalancing efforts, facing significant operational losses [1] - Foxconn has received approval from the Indian government for a $433 million semiconductor joint venture with HCL Group, expected to produce display driver chips with a monthly capacity of 20,000 wafers and 36 million chips [1] - TSMC is set to accelerate its factory construction, planning to build 9 new facilities globally this year, including 8 wafer fabs and 1 advanced packaging plant, with significant advancements in 2nm technology expected [1]
港股概念追踪|富士康预计一季度净利增长72% 配套产业链受益(附概念股)
智通财经网· 2025-05-14 01:28
智通财经APP获悉,全球最大的电子代工制造商富士康周一公布,该公司4月营收同比增长25.54%。 富士康表示,与上年同期相比,预计第二季度业绩会有所增长,但该公司同时补充称,"需要继续密切 关注不断变化的全球政治和经济状况的影响"。 得益于人工智能服务器需求持续强劲,富士康预计将于周三公布第一季度净利润增长72%。 公司表示,由于人工智能服务器的强劲销售,其第一季度收入增长 24.2%,创下单季度最高纪录。 业内消息显示,全球最大电子代工商富士康计划于2025年在印度工厂生产2500万至3000万部苹果 iPhone,这一数字将占苹果年度iPhone总产量的约10-15%,较2023年产量实现超100%的增长,标志着 苹果供应链多元化战略取得重大进展。 分析称,这一数据意味着富士康在印度的iPhone产量同比提升100%-150%,并且金奈工厂已具备Pro系 列高端机型量产能力。 据报道,富士康董事长刘扬伟预计,公司的服务器业务收入将在两年内超越 iPhone 业务收入。智通财 经APP获悉,刘扬伟在参加了英伟达的年度 GTC 开发者大会上,当在会议间隙被问及富士康服务器收 入是否能超越 iPhone 收入时 ...
富士康与三菱汽车达成里程碑式协议,为三菱汽车生产汽车
Hua Er Jie Jian Wen· 2025-05-07 16:08
Group 1 - Foxconn, the world's largest electronics contract manufacturer, is accelerating its entry into the electric vehicle (EV) industry by partnering with Mitsubishi Motors to develop an EV targeted at the Australian and New Zealand markets, set to launch in the second half of 2026 [1] - This collaboration marks a significant breakthrough for Foxconn, which has been pursuing the EV market since 2019, and represents a pivotal shift in the automotive industry towards external manufacturing models [1][2] - Mitsubishi, primarily focused on plug-in hybrid electric vehicles (PHEVs), is facing challenges in keeping pace with the rapidly evolving EV market, making this partnership crucial for its transition [2] Group 2 - Mitsubishi's strengths lie in its robust hybrid vehicle lineup and strong presence in Southeast Asia, but it needs to enhance its electric vehicle offerings to compete effectively [2] - Foxconn's EV business is part of its long-term growth strategy to reduce reliance on iPhone assembly, especially in light of recent disruptions caused by changes in U.S. tariff policies [2] - Foxconn's subsidiary, Hon Hai Advanced, plans to accelerate EV development by utilizing standardized platforms and components, aiming for a win-win situation that benefits both Mitsubishi and Foxconn [2] Group 3 - Previously, Foxconn proposed acquiring Nissan shares as a means to enter the automotive market, but this plan did not progress; interestingly, Nissan is Mitsubishi's second-largest shareholder, providing Foxconn with another avenue to develop automotive business relationships [3]