GlobalWafers has reiterated its sales growth outlook for this year, which calls for sequential growth through the fourth quarter. The silicon wafer company anticipates significant revenue growth in 2025, thanks to a fresh wave of LTA contracts.

The Quad-Level Cell (QLC) NAND flash memory market is poised for strong growth following major global tech corporations’ increasing demand for AI servers. Extensive application of high-capacity SSDs in AI servers suggests QLC NAND to parallel the exponential growth of High Bandwith Memory (HBM) in recent years.

6月18日，据台媒消息，鸿海获得英伟达GB200关键零部件NVLinkswitch独家大单，订单量是服务器机柜量七倍，不仅是全新订单，毛利率也远高于服务器组装。此前鸿海已取得大份额英伟达GB200AI服务器代工订单。