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港股异动 | 鸿腾精密(06088)现跌超4% 传GB200芯片量产再延迟 消费电子及汽车业务拖累公司业绩

Hong Kong stocks movement | FIT HON TENG (06088) is currently down over 4% as it is reported that the mass production of the GB200 chip has been delayed again, impacting the company's performance in the Consumer Electronics and Autos Business.

Zhitong Finance ·  Dec 16 14:42

FIT HON TENG (06088) is currently down over 4%, as of the time of this report, down by 4.83%, priced at 3.15 Hong Kong dollars, with a transaction amount of 77.1121 million Hong Kong dollars.

According to Zhito Finance APP, FIT HON TENG (06088) is currently down over 4%, as of the time of this report, down by 4.83%, priced at 3.15 Hong Kong dollars, with a transaction amount of 77.1121 million Hong Kong dollars.

In terms of news, at the beginning of this month, media reported that the market has heard about NVIDIA's next-generation Blackwell architecture chip GB200's mass production plan encountering technical bottlenecks again, and Microsoft will reduce Orders. The supply chain revealed that the issue this time is with the backplane connection design, as the testing yield rate of the Cartridge connector from USA suppliers is poor, and the mass production time may be postponed to March 2025.

Additionally, FIT HON TENG previously announced its unaudited consolidated performance for the third quarter of 2024. Revenue grew by 0.8% year-on-year, reaching 1.174 billion USD, as strong demand for AI-related connection products was largely offset by weak demand in the company's Consumer Electronics Business and electric vehicle business. Executives from Hon Hai Precision stated in the latest Earnings Reports conference call that they expect by 2025, sales from the cloud business, including AI Servers, will be roughly equivalent to that of the mobile phone business.

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