Filmtronics (06088) rose more than 20% before noon, up 18.45% to HK$2.76 at the time of writing, with a turnover of HK$87.36 million.
On the news, Nvidia CEO Jensen Huang recently said in an interview that the demand for Blackwell artificial intelligence processors has reached a "crazy" level. Huang said. Nvidia expects to start shipping Blackwell in large quantities in the fourth quarter. The new processor's performance is 2.5 times that of the Nvidia Hopper chip launched two years ago. It is known that Huang announced in early June this year that Nvidia's Blackwell chip has officially gone into production, and GB200 adopts lower precision and other ways to bring more advantageous solutions to customers on the inference side.
China Merchants International released a research report earlier, saying that Filmtronics said that its liquid cooling CDU components and power busbar components for GB200 series products have been verified and can be shipped this year, accounting for about 1-3% of its total revenue this year, and will have greater growth potential next year. The management said that the backplane connector products of the GB200 series have also been sent for sampling and are waiting for customer verification. Due to the good performance of AI server business, the management raised the revenue guidance of network interconnection business for the full year from 5-15% YoY to high double-digit percentage YoY.