NVDA · News · 20260805N

Partner Sales Surge — Hon Hai

NVIDIA CORP · 2026-08-05 · Importance 45 · Surprise 64

Bloomberg reported Hon Hai Precision Industry, a key NVIDIA partner, posted a 54.2% month‑over‑month sales increase in July to NT$946.5 billion (~$29.3 billion), driven by strong AI infrastructure demand. Analysts cited in the piece expect Hon Hai's sales to rise about 31.2% in the three months ending September, signaling continued OEM build activity for AI servers. The surge implies elevated upstream demand for NVIDIA GPUs and related system integration capacity at a major contract manufacturer. The report suggests persistent manufacturing/backlog strength in Asia that supports NVIDIA's datacenter supply chain throughput.

Key facts

• Hon Hai Precision Industry Co. reported a 54.2% increase in monthly sales, reaching NT$946.5 billion ($29.3 billion) for July. source