Market Insight | FIT HON TENG falls over 4% again, NVIDIA delays shipment of B200, Morgan Stanley says Hon Hai's short-term stock price may be affected
FIT HON TENG fell more than 4% again. As of the time of publication, it dropped by 3.73% to HKD 2.32, with a turnover of HKD 36.8553 million. On the news front, due to design flaws, the shipment time of NVIDIA's next-generation Blackwell architecture series AI flagship chip GB200 will be delayed by at least three months. The market has raised doubts about the Blackwell supply chain delay. JPMorgan Chase pointed out that Hon Hai, as the main foundry, may be affected by short-term stock price fluctuations. In addition, Tianfeng International analyst Ming-Chi Kuo recently stated that the power consumption of GB200 NVL36 and NVL72 is too high, making it impossible for most data centers to deploy them in the short term. The computing power advantage of GB200 NVL36 is undeniable, but it also faces many unprecedented design and production challenges, raising concerns about whether it can ensure mass shipments on schedule
According to the information from the Wise Finance APP, FIT HON TENG (06088) fell by over 4% again. As of the time of publication, it dropped by 3.73% to HKD 2.32, with a turnover of HKD 36.8553 million.
On the news front, due to design flaws, the shipment time of NVIDIA's next-generation Blackwell architecture series AI flagship chip GB200 will be delayed by at least three months. The market has raised doubts about the Blackwell supply chain delay, with Morgan Stanley pointing out that Hon Hai, as the main foundry, may be affected by short-term stock price fluctuations.
In addition, Tianfeng International analyst Ming-Chi Kuo recently stated in an article that the power consumption of GB200 NVL36 and NVL72 is too high, making it impossible for most data centers to deploy them in the short term. While the computing power advantage of GB200 NVL36 is undeniable, it also faces many unprecedented design and production challenges, leading to concerns about whether mass shipments can be guaranteed on time