〈Huida GTC Conference〉
Huida (NVDA-US) announced the previous quarter’s financial report last week. Revenue increased by 2.65 times year-on-year, and its financial forecast also surged by more than 2 times. Both exceeded Wall Street’s optimistic expectations, causing Huida’s stock price to hit a record high. After hitting a high this week, the stock price pulled back to sideways. To sort out, the market is waiting for the GTC conference held by Huida on March 18.
The GTC conference is Huida’s annual “AI event”. It is the largest AI-themed event this year, and it is also the first time Huida has held it in a physical way since the epidemic. The legal person pointed out that the number of sponsors of this year’s NVIDIA GTC conference has increased significantly, with the total number of sponsors being approximately 100. The market speculates that there are three focuses of the conference, the next generation Blackwell GPU architecture, the new B100 chip and humanoid robots. Since Huida has not disclosed the specific parameters and launch time of B100, it is currently speculated that the performance of B100 is at least twice that of H200 and four times that of H100. There are also media rumors that B100 will use TSMC (2330-TW)’s 3nm process, Samsung is the main memory supplier.
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〈Enterprises should not be lenient when investing in AI〉
Since OpenAI developed ChatGPT in 2022, it has set off a generative AI boom. In recent years, companies have spent a lot of money investing in AI without mercy. Unlike in the past, corporate innovation was driven by the budget of the IT department. Nowadays, many companies have set up departments with dedicated AI budgets, and this Such funds are usually designated by the CEO, which means that the application of AI technology has become a priority project for corporate executives. As the leader in AI chips, Huida is naturally the main beneficiary because it controls 80% of the global AI chip market share. According to a 2023 survey by KPMG (an international accounting firm), 72% of the 400 U.S. CEOs surveyed responded that investing in generative AI is their priority project.
Barron’s believes that Huida’s stock price will start a new upward trend at the GTC conference in mid-March. However, Huida’s senior management sold shares when the stock price reached a high in late February, and female stock investor Cathie Wood continued to warn the market that Huida’s price-to-earnings ratio was too high, and the market associated it with the Dacom bubble in 2000, so Huida Whether new AI applications are launched at the GTC conference and whether the market pays for them will be the key to whether the rise of AI stocks can continue.
〈Huida related beneficiary stocks〉
Huida’s Taiwan-related beneficiary stocks include: TSMC, ASE Investment Holdings (3711-TW), MediaTek (2454-TW), KYEC (2449-TW), Wistron (3231-TW),Quanta (2382-TW) and Gigabyte (2376-TW), will have the opportunity to benefit. If investment friends want to invest in related concept stocks, they can directly follow Teacher Zhilin.
TSMC is the world’s largest wafer foundry. Huida relies on TSMC to produce high-end GPU chips. Huida’s latest AI chip H200 is expected to be available in the second quarter and adopts TSMC’s 4nm process. It is expected to further enhance TSMC’s Capacity utilization and profitability,
ASE Investment Control is a close partner of Huida. ASE, the world’s leading packaging and testing factory, enjoys a high reputation in the field of semiconductor packaging and testing. Advanced packaging and testing is the basis for GPU performance and reliability. In its cooperation with Huida, ASE has improved the chip packaging process to make the GPU smaller, faster and more power-saving. Recently, ASE has acquired two packaging and testing plants of Infineon in the Philippines and South Korea, which shows its ambition.
Testing giant KYEC has benefited from Huida and AMD (AMD-US) vs. Intel (INTC-US) and other major customers continue to pursue orders, and the proportion of AI business continues to rise. The legal person is optimistic that its revenue is expected to increase quarter by quarter. It is expected that AI-related performance will continue to rise this year, and the proportion of revenue is expected to increase from 7% last year to 10%, with an increase of as much as 50%.
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Source of article: Analyst Chen Zhilin/Hengda Investment Consulting
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2024-03-03 01:10:25
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