Hon Hai: AI Rack Shipments to Double, CPO Switch Mass Production to Begin in Q3
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Hon Hai announced today that its group's AI server sector is growing strongly this year. AI rack shipments in Q2 are estimated to grow by a high double-digit percentage quarterly, with annual shipments more than doubling. Mass production of 800G+ switches is set for a twofold increase, and silicon photonics CPO switches are expected to start mass production in Q3, with annual CPO switch shipments reaching ten thousand units.