[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Jukan [@Jukanlosreve](/creator/twitter/Jukanlosreve) on x 22.7K followers Created: 2025-06-25 04:43:02 UTC Report: Hon Hai GB300 Servers Expected to Ship in H2 Hon Hai Technology Group held a corporate theme seminar from June 23rd to 25th, releasing its outlook and plans for the second half of the year regarding business conditions, AI servers, and electric vehicles. AI servers are a significant growth driver for Hon Hai this year. According to institutional investors, Hon Hai’s GB200 server rack shipments have gradually increased month-on-month since April-May, while the GB300 is currently undergoing testing and is expected to ship in the second half of the year. Concurrently, Hon Hai has also been developing liquid cooling components for AI servers, including Universal Quick Disconnect (UQD), manifold pipes, and cold plate modules, with an anticipated increase in customer adoption of internal supply starting with the GB300. Institutional investors point out that there will be no product generation gap between Hon Hai's GB200 and GB300, as both share similar architectures. It is expected that the mass production ramp-up for the GB300 will proceed more smoothly than its predecessor, leading to sequential quarterly growth in the cloud and network business in 2025, with AI servers projected to account for over XX% of total server revenue. Although monthly revenue for the cloud and network business may fluctuate due to customer pull-in schedules, AI server order demand currently far outstrips supply. Notably, Hon Hai has also developed liquid cooling components for AI servers, including UQD, manifold pipes, and cold plate modules, and has entered customer supplier lists. A higher proportion of customers are expected to adopt internal supply starting with the GB300. At the same time, components such as cables and busbars are already contributing to revenue, and the company will continue to seek opportunities to enter the supply of other components. Institutional investors explain that based on current order observations, Hon Hai believes 2025 will not be the peak of AI server demand, and growth will continue into 2026. Future growth drivers, in addition to major US-based cloud service providers (CSPs), will also include sovereign AI investments (from the Middle East, Europe, etc.), with an estimated over one trillion US dollars in infrastructure construction and AI demand procurement. The company has already become a supplier for some sovereign AI investments. Currently, Hon Hai’s predictive order visibility for AI server products extends beyond two years due to the longer construction and planning cycles of customer data centers, while actual firm order visibility is six months. Hon Hai expects its three major growth drivers for the future to be ICT, AI, and electric vehicles, with electric vehicles anticipated to contribute more significantly next year. Chairman Liu Young-way previously emphasized that Hon Hai will maintain stable growth over the next three years, with ICT products performing steadily, AI serving as the second growth engine, and electric vehicles becoming the next pillar of growth as the customer base expands and market visibility increases. $NVDA XXXXX engagements  **Related Topics** [coins ai](/topic/coins-ai) [stocks technology](/topic/stocks-technology) [h2](/topic/h2) [hon hai](/topic/hon-hai) [Post Link](https://x.com/Jukanlosreve/status/1937733248370770081)
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Jukan @Jukanlosreve on x 22.7K followers
Created: 2025-06-25 04:43:02 UTC
Report: Hon Hai GB300 Servers Expected to Ship in H2
Hon Hai Technology Group held a corporate theme seminar from June 23rd to 25th, releasing its outlook and plans for the second half of the year regarding business conditions, AI servers, and electric vehicles. AI servers are a significant growth driver for Hon Hai this year. According to institutional investors, Hon Hai’s GB200 server rack shipments have gradually increased month-on-month since April-May, while the GB300 is currently undergoing testing and is expected to ship in the second half of the year. Concurrently, Hon Hai has also been developing liquid cooling components for AI servers, including Universal Quick Disconnect (UQD), manifold pipes, and cold plate modules, with an anticipated increase in customer adoption of internal supply starting with the GB300.
Institutional investors point out that there will be no product generation gap between Hon Hai's GB200 and GB300, as both share similar architectures. It is expected that the mass production ramp-up for the GB300 will proceed more smoothly than its predecessor, leading to sequential quarterly growth in the cloud and network business in 2025, with AI servers projected to account for over XX% of total server revenue. Although monthly revenue for the cloud and network business may fluctuate due to customer pull-in schedules, AI server order demand currently far outstrips supply.
Notably, Hon Hai has also developed liquid cooling components for AI servers, including UQD, manifold pipes, and cold plate modules, and has entered customer supplier lists. A higher proportion of customers are expected to adopt internal supply starting with the GB300. At the same time, components such as cables and busbars are already contributing to revenue, and the company will continue to seek opportunities to enter the supply of other components.
Institutional investors explain that based on current order observations, Hon Hai believes 2025 will not be the peak of AI server demand, and growth will continue into 2026. Future growth drivers, in addition to major US-based cloud service providers (CSPs), will also include sovereign AI investments (from the Middle East, Europe, etc.), with an estimated over one trillion US dollars in infrastructure construction and AI demand procurement. The company has already become a supplier for some sovereign AI investments. Currently, Hon Hai’s predictive order visibility for AI server products extends beyond two years due to the longer construction and planning cycles of customer data centers, while actual firm order visibility is six months.
Hon Hai expects its three major growth drivers for the future to be ICT, AI, and electric vehicles, with electric vehicles anticipated to contribute more significantly next year. Chairman Liu Young-way previously emphasized that Hon Hai will maintain stable growth over the next three years, with ICT products performing steadily, AI serving as the second growth engine, and electric vehicles becoming the next pillar of growth as the customer base expands and market visibility increases.
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