Hon Hai Chairman Liu Yangwei: The shortage of AI chips in the second half of the year will be difficult to solve, and the market is in short supply

Hon Hai Chairman Liu Yangwei said on February 4 that Hon Hai’s AI server business has been quite good this year, but the overall AI server industry is still facing a large shortage of AI chips. Even if the supply of AI chips eases in the second half of the year, it still cannot keep up with demand. We must wait until the production capacity of new upstream factories is opened before we can solve the problem of material shortage in the industrial chain.

Even if the AI server business is promising, Liu Yangwei admitted that geopolitics and the international economy will affect consumer electronics demand this year. Taken together, "Hon Hai has one (business) that is good (referring to AI servers), and several (businesses) such as consumer electronics products will be affected by the market." It is expected that Hon Hai's overall performance this year will be slightly higher than last year.

Hon Hai reserved the first and fourth floors of the Nangang Exhibition Hall for its annual carnival on February 4. Nearly 30,000 people participated, making it the largest tailgate event for an electronics foundry in Taiwan, China. Liu Yangwei attended the interview and released the above information.

Recently, the AI server industry has been plagued by tight supply issues from AI chip manufacturers such as NVIDIA. The industry originally expected that the shortage of AI chips would gradually fade away in the second half of the year. Hon Hai is the world's leader in servers, with a market share of more than 40%, and the market share of AI servers is even higher. In particular, the market share of GPU modules and substrates upstream of AI servers exceeds 70%, which can be said to be the most representative AI Server factory. In a speech on February 4, Liu Yangwei revealed that the AI chip shortage in the second half of the year will still be difficult to solve.

He emphasized that Hon Hai has an indicator position in the global AI server industry, and Hon Hai's AI server business is quite good this year. However, the supply of NVIDIA AI chips is seriously insufficient this year. Only a few leading factories can obtain sufficient quantities. The second- and third-tier factories cannot obtain the chips, but they claim that the performance of AI servers this year will be quite good. "I have doubts about this situation." Wondering”.