Foxconn-affiliated stocks surged in Hong Kong trading, with FIH (02038) leaping 7.87% to HKD 12.06 and FIT HON TENG (06088) climbing 5.2% to HKD 2.63 by midday. Concurrently, Foxconn Industrial Internet Co.,Ltd. (601138.SH) gained 5.13% on mainland exchanges, closing at CNY 27.25.

The momentum follows NVIDIA's decision to resume H20 chip sales in China alongside new compliant GPU launches. Cinda Securities emphasized that H20 – NVIDIA's primary AI processor tailored for Chinese markets – could address pent-up computing demands. Supply chain disruptions caused by licensing uncertainties now show signs of easing, potentially clarifying order visibility and shipment timelines for NVIDIA's core suppliers while boosting second-half growth prospects.

Separately, Hon Hai Precision reported a 15.8% year-on-year revenue surge to NT$1.8 trillion for Q2, propelled by insatiable AI server requirements and iPhone demand. The results nearly matched projections, with management forecasting sequential and annual expansion next quarter. AI supply chain strength persists through steady cloud provider expenditures, while expedited iPhone deliveries ahead of potential tariffs fueled manufacturing order increases.