🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-30 06:01:16时区推断·⟳ 抓取 06-03 19:00:07回填·⚡ 决策 06-17 05:44:05·132.5 天前
KOL称富士康获英伟达机架独家订单利好讯芯-KY，实为旧闻炒冷饭且存在事实错误
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Just an FYI: I don't need to post something every day about the names I own. However, I did miss this with Shunsin (645…
不做 6451.TW
底层事实(鸿海为NVDA机架组装厂)为旧闻已充分定价，KOL推论无新催化剂，且将GB200误写为Groq存在事实错误，无预期差
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Just an FYI: I don't need to post something every day about the names I own.
However, I did miss this with Shunsin (6451):
Foxconn picked by $NVDA as exclusive rack-scale supplier for Groq accelerator.
This is highly positive for Shunsin (Foxconn's optical packing arm).
So ShunSin's CPO and optical packaging basically backdoored Nvidia's next-gen supply chain with this news.
Markets just haven't realized this connection yet (and it's on disposition, so frozen for most).
The article explicitly notes that Foxconn is integrating these systems "including ... networking."
Bc Foxconn is the exclusive assembler, they'll vertically integrate and likely use ShunSin's optical packaging solutions into the design, bypassing ShunSin's need for networking contract directly from Nvidia.
This is what I meant by Shunsin is literally a free piggy back ride to $NVDA CPO ecosystem. Foxconn is massive.
And you're getting the leading player in Nvidia's optical supply chain for a lower valuation than $LWLG lol.
However, I did miss this with Shunsin (6451):
Foxconn picked by $NVDA as exclusive rack-scale supplier for Groq accelerator.
This is highly positive for Shunsin (Foxconn's optical packing arm).
So ShunSin's CPO and optical packaging basically backdoored Nvidia's next-gen supply chain with this news.
Markets just haven't realized this connection yet (and it's on disposition, so frozen for most).
The article explicitly notes that Foxconn is integrating these systems "including ... networking."
Bc Foxconn is the exclusive assembler, they'll vertically integrate and likely use ShunSin's optical packaging solutions into the design, bypassing ShunSin's need for networking contract directly from Nvidia.
This is what I meant by Shunsin is literally a free piggy back ride to $NVDA CPO ecosystem. Foxconn is massive.
And you're getting the leading player in Nvidia's optical supply chain for a lower valuation than $LWLG lol.
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