"鴻海攻主權AI 廣宇帶頭衝 檳城新廠可望承接集團相關訂單"

鴻海集團搶主權AI商機，內部分工藍圖浮現，透過母雞帶小雞模式，旗下廣宇（2328）率先出線衝鋒，承接部份區域性主權AI訂單。廣宇擁有區域製造優勢，其中，位在馬來西亞檳城新廠剛落成，占地五層樓、超過5,000坪廠房，已有客戶來包產能，後續還要找地擴產，成為集團承接各地主權AI訂單的奇兵。


廣宇內部目標，AI伺服器營收占比要衝25%，相關產品毛利率不錯，可望同步推升獲利增長。


鴻海集團旗下多家企業10日與法人舉行閉門法說會，AI相關訂單動態與集團分工成為焦點。與會法人透露，現場最勁爆的消息，不是先前已炒一波水冷題材的鴻準說了什麼，而是老牌連接器廠廣宇釋出開始跨足AI伺服器代工、而且還要透過東南亞產能優勢避開地緣政治紛擾，與鴻海集團一起搶主權AI商機的訊息。


與會法人透露，廣宇高層在現場說明，廣宇的AI伺服器訂單，不是與鴻海競爭搶單，而是以「互補分工」的形式進行，「鴻海本身量體大，要處理超大咖客戶，廣宇則協助處理一些鴻海無法分身承接的訂單，不要被同業搶走。」簡單說，就是整個鴻海集團要「一網打盡」所有AI商機。


鴻海集團目前在AI伺服器製造領域，主要由鴻海旗下工業富聯負責四大雲端服務供應商（CSP）客戶，包括亞馬遜AWS、微軟、Google與Meta等；至於部分中小型客戶，例如區域型的主權AI伺服器，則由廣宇組裝。可以看出，鴻海集團正以母雞帶小雞的方式，全面網羅大中小的主權AI訂單。


隨著主權算力興起，廣宇因具備東南亞海外產能，並具有伺服器主機板（L6）到伺服器組裝（L10）供應能力，在川普即將上台，美國持續加強貿易壁壘下，歐美、 大陸客戶紛紛找尋海外產能因應。


廣宇為轉型AI伺服器組裝，在檳城打造占地五層樓新廠、超過5,000坪廠房，已有客戶來包產能，後續還要找地擴產，成為集團承接各地主權AI訂單的奇兵。


廣宇今年持續送樣AI伺服器相關產品，已獲得大陸一線大客戶訂單，將於2025年組裝量產伺服器和交換機，出貨海外主權算力需求，後續尚有約兩到三家歐美客戶可望加入，將成為未來該公司重要營收成長動能。


鴻海高度看好主權AI發展，董事長劉揚偉之前表示，隨著地緣政治的緊張關係愈演愈烈，大家聽過主權AI，未來將聽到主權伺服器，也就是說當地國家的伺服器會在當地製造，因為當你談到主權AI，有許多跟國家非常機密的資訊在裡面，這些AI相關的軟體是跑在AI伺服器裡面，雖然伺服器是硬體，但是也變得非常機密，也要確認它的安全性，這將是未來發展的方向。

Ytl is on the list of Nvidia partner now. As a cloud partner.

"Power transformer sales explode on AI boom: HD Hyundai Electric CEO"

"Elon Musk: AI will run out of electricity and transformers in 2025. Elon Musk: AI will run out of electricity and transformers in 2025."

Mr.Ooi selling frontken for few hundred millions and invest in Gtronics. His stake in Gtronics approaching 10%.

Mr. Ng, as founder of the company, please sell your shares to someone who can bring synergies to the company

"the disposal of Globetronics shares is contingent on securing the approval of APB Resources shareholders at an extraordinary general meeting (EGM) to be convened. "

The 10% stake sale is yet to be completed.

mr.ooi can just swap his shares to globetronics

Anyhow, not easy for APB financially to take control of Gtronics.

APB Berhad Independent Director APPOINTMENT - TAN TEIK HSIUNG on 15-Jun-2023. He has 21 years of experience in semiconductor, director of Infineon Kulim.

the "current owner" has been acting like a professional manager for Gtronics since early 2000 after letting go his controlling stake by selling to institutional funds such as EPF (holding 14% now). From annual report, his sons are finance professionals and not engineers. I guess he's retiring.

According to the Edge - new shareholder will emerge end of the year. APB resources bhd, which Press Metal co-founder Dato Koon Poh Tat is a substantial shareholder, will be buying the stake from Globetronic's founder.

nobody mention about Globetronic's tir-up with Kaynes Technology to build the largest OSAT in India

gtronics business is highly correlated to ams Osram. Just track ams Osram future performance and gtronics result will follow. ams Osram recently restructure their with more focus on their Kulim plant.

In the metaverse madness, ams OSRAM already offers relevant products including eye tracking devices, 3D sensing, and RGB lasers. With the introduction of Micro LED technologies in the coming years, the company’s products will surely meet brands’ and consumers’ expectations.

differentiate OSAT and EMS ...

Globetronics involved in design...

"Globetronics value diversity, which can be seen in their multi-national workforce of 1,300 employees ranging across 4 countries, with 77%/31%/22% of women representation in workforce/management/board levels. Foreign labour contributed 40-50% to its total workforce." Maybank

Over half of ATA's 8,032 employees are foreigners, according to the firm's latest annual report.

ATA more than 4000 foreign labours vs Gtronic 700 foreign workers.

"Globetronics makes gesture sensors, which are used in the making of wireless headsets." Affin Hwang

augmented reality + virtual reality = metaverse

siapa tu "major client in Austria"?


AMS AG OSRAM....3d sensors/lidar

good results

good result

wire harness EV

Taiwan-based electronics manufacturer Foxconn is moving ahead with a plan to acquire a Lordstown Motors vehicle assembly plant in Ohio for $230 million, the companies announced on Wednesday.

The cash-strapped electric vehicle start-up will find some relief from the capital infusion, while the partnership gives Foxconn a jump start on producing fully electric trucks. Shares of Lordstown rose more than 13% after hours on the news.

According to a statement from the companies, Foxconn acquired $50 million of common stock directly from Lordstown Motors at a price of about $6.90 per share after signing the agreement in September.

Going forward, Foxconn will make a down payment of $100 million by November 18, subsequent payments of $50 million each in February and April, and a final closing payment before the end of April.

Mercedes-Benz has announced that it is finalising the planning for a regional after-sales logistics centre in Malaysia. The carmaker has signed a long-term lease agreement for the location, which is in Senai Airport City in Johor. Operations is expected to start in early 2024.

For the development of the new building, the German premium carmaker has found a partner in Tiong Nam Logistics Solutions, which will be the lead for developing the approximately 1,000,000 sq.ft location, as well as the owner of the new warehouse. A newly established company – Mercedes Benz Parts Logistics Asia Pacific (Malaysia), a 100% subsidiary of Mercedes-Benz AG – will operate the facility.

“With our planned after-sales logistics centre, Mercedes-Benz is committed and will invest to strengthen our foothold in Malaysia. We have found excellent conditions and great support in cooperation with MIDA and the related ministries. Located strategically in Johor Bahru, this new centre will enable us to reaffirm our position as a global and regional distribution hub whilst creating new jobs for the region,” said Thomas Schulz, VP of global service and parts operations.

“Both our customers and our dealer networks will enjoy a good service and high-quality standards through this new infrastructure,” he added.

The new distribution centre will be a part of Daimler AG’s global after-sales supply chain network and will serve as a distribution site for spare parts in the Asia Pacific region and other countries. It will handle the importation, storage and regional management of spare part and accessories.

"After fulfilling a batch of orders for the Equipment segment in the last quarter, new orders will only be delivered in the ensuing quarters. This has led to a lower revenue from the Equipment segment."

Fruitful results will start kicking in in the ensuing quaters...

Shadow Fiend After attended today AGM, its very informative and I can sleep soundly every night.
24/08/2021 12:32 PM

did the board mentioned who's the client?

"How likely digital banking license given to aa? If based on capital requirements, no need to think about it. If based on database availability, maybe. Anyway, good for goreng."

Partner with MIDF (PNB) and Ikhlas Capital (USD 200 million fund).

seriously, why nobody notice this hidden gem...semiconductor and data storage equipment segment is churning 100 mil PBT and still growing rapidly but market cap is less than 1billion.

TN will need 2-3 months to add insulation on their cold rooms before reaching -70 celcius

FPI is associate company of Wistron. There will be spilled over from Wistron as this has happened for the past 3 years. During AGM last year, Chairman mentioned that FPI designed smart devices together with Wistron. FPI will sell finished products to Wistron who would directly ship to their (wistron) customers.

EMS for smart speaker (Sonos)

緯創（3231）昨（20）日宣布，透過馬來西亞子公司Wistron Technology （Malaysia） Sdn. Bhd，以2,874萬美元（約新台幣8.3億元）收購Western Digital （Malaysia） Sdn. Bhd.工廠，將用來擴充物聯網（IoT）裝置產能，例如智慧音箱與智慧家庭等產品，預計明年上半年投產。


外界傳出，緯創今年開始為智慧音箱大廠Sonos代工，首度跨入智慧音箱領域，加上智慧音箱與智慧家庭產品的成長性持續看好，為了不讓鴻海、仁寶、廣達與英業達等代工廠專美於前，緯創擴大布局IoT相關產品，除了可以推升業績，也提升非中國大陸的產能，降低地緣政治的風險。

根據外媒報導，WD該廠為地面五層樓、地下二層樓建築，占地面積11英畝、總建築面積達50萬平方英尺。

緯創在新冠肺炎疫情爆發後，加速非中國大陸地區的產能投資計畫，今年上半年通過提高印度子公司相關設備投資金額上限，增幅達117%，在印度、越南、馬來西亞、墨西哥等地陸續擴產，現在又宣布收購WD馬來西亞工廠。

緯創持續全球布局，預期2021年底非中國大陸產能比重將達五成。

the major shareholders are people involve in fund management and private equity. their main job is to clean and turnaround the company then look for buyers.

HO PHON GUAN 8,000,000 3.05%

"Inari Technology Sdn Bhd was founded by Macronian Sdn Bhd, Ho Phon Guan and Insas Technology in June 2006"

Capacity Increase for Cold Chain Vaccine Distribution In addition, the Group also reported that expansion of its cold chain distribution facilities, essential for vaccine distribution, has been completed in Singapore and will be completed by the fourth quarter of 2020 in Malaysia.
“For many years now, we have been supplying a wide range of vaccines and biologicals under cold chain distribution specifications directly to many healthcare professionals in Malaysia and Singapore. The planned capacity increase is timely as volume is growing. We will also be ready to play our role in the supply chain when vaccines for COVID-19 become available” added Dr Kee

INTERIM FINANCIAL STATEMENTS FOR THE SECOND QUARTER ENDED 30 JUNE 2020

"Expansion of cold chain distribution facilities, essential for vaccine distribution, has been completed in Singapore and will be completed by the fourth quarter in Malaysia."

jcbnext 20%
goldetf 20%
selangor properties 20%
igbreit 20%
axisreit 20%

Hovid Berhad
Voluntary recall of Mixture Potassium Citrate batch number BH09184

Kuala Lumpur, October 26, 2018: We received a complaint about our product Mixture Potassium Citrate from one of our customers, we are currently investigating the matter and as a precautionary measure we are voluntarily recalling batch number BH09184 of Mixture Potassium Citrate. Hovid is undertaking this voluntary recall in consultation with National Pharmaceutical Regulatory Agency (NPRA) of Ministry of Health.

Consumers are to return product with batch number BH09184 at their point of purchase for a refund. The voluntary recall is only limited to this batch, all other batches and products are not affected.

For further information, contact us at +6 014-2467738 (Monday – Sunday, 8:00am – 6:00pm) or email us at customercare@hovid.com should you have further queries.

Customer safety is paramount to us and we will always ensure that right measures are taken to preserve their wellbeing.

Product Name: Mixture Potassium Citrate
Product registration number: MAL19911144X

RickyC...mind to justify the value 0.55+ from the DCF calculation. what's the valuation matrix u used?

best of luck to those who bought until no money

No la... i just want to avoid arguments from early beginning. Yup,
no demeaning terms used.