FIH Mobile Ltd (02038) shares surged again, climbing over 8% intraday. At publication time, the stock traded at HKD 12.98, marking a 7.81% gain with turnover reaching HKD 69.84 million. This momentum follows Washington's greenlighting of NVIDIA's H20 chip export license. Industry analysts highlight the H20's significance as NVIDIA's flagship compliant AI processor for China, poised to alleviate pent-up computing demand. Supply chain uncertainties stemming from prior licensing delays appear to be fading, potentially restoring clarity to order visibility and shipment cadence for NVIDIA's core partners. Performance acceleration may strengthen through the latter half of 2024.
Separately, June reports revealed NVIDIA's negotiations with Foxconn regarding humanoid robot deployment at a new Houston-based facility dedicated to AI server production. This collaboration could mark dual milestones: NVIDIA's inaugural production line incorporating humanoid assistance and Foxconn's first humanoid-operated AI server plant. Such automation breakthroughs signal transformative manufacturing shifts while fueling investor optimism about next-generation tech integration.
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