Market Insight | TIME INTERCON Surges Nearly 5% as NVIDIA's Blackwell Architecture GPU Products Begin Production
TIME INTERCON rose nearly 5% to HKD 2.670, with a turnover of HKD 25.9294 million. It is reported that NVIDIA's Blackwell architecture GPU products have started production, increasing AI computing power by 1000 times. WanLian Security recommends focusing on manufacturers in the AIPC field that are strategically laying out the whole machine, chip, and application in advance. The new server business under TIME INTERCON mainly provides products such as computing servers, edge servers, AI intelligent servers, GPU cards, and complete machine cabinets
According to the VTIME Finance APP, TIME INTERCON (01729) rose nearly 5%, as of the time of publication, it rose by 4.71% to HKD 2.670, with a turnover of HKD 25.9294 million.
On the news front, from June 4th to 7th, 2024, the Taipei International Computer Show (COMPUTEX 2024) was held at the Taipei Nangang Exhibition Center. In the spotlight of chip products, Huang Renxun stated that NVIDIA's Blackwell architecture GPU products have begun production. Compared to Pascal's 19 TFLOPS in 2016, its AI computing power has increased by 1000 times, almost "exceeding the growth rate of Moore's Law in its heyday." In addition, NVIDIA plans to launch an enhanced version of the Blackwell Ultra GPU in 2025 and the next-generation GPU architecture Rubin in 2026.
WanLian Security believes that with the conclusion of the Computex2024 exhibition, continuous innovation and iteration of edge AI chips, the increasingly perfect application ecosystem, and the accelerated release of AIPC complete machine products are expected to drive the replacement demand of the industry chain. It is recommended to pay attention to complete machine, chip, and application manufacturers that are forward-looking in the AIPC field. At the same time, the localization deployment of models poses higher requirements for PC storage, which is expected to boost storage chip demand.
It is understood that TIME INTERCON's new server business mainly provides products such as computing servers, edge servers, AI intelligent servers, GPU cards, and complete machine cabinets