Nvidia (NVDA) Seeks Return to China with New B40 AI Chip
Nvidia's Reentry into China: Nvidia is set to reenter China's AI data center market with a new B40 processor, produced by ZJK Industrial, as they aim to meet the rising demand despite previous restrictions on their H20 processor due to U.S. government regulations.
Market Impact and Future Prospects: While Nvidia's stock fell 1.4%, ZJK's shares rose significantly; if the B40 design receives U.S. approval, it could allow Nvidia to tap back into China's $50 billion data center market, with potential shipments exceeding one million units by year-end.
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Chaince Digital and ZJK to Invest $200 Million in U.S. Gigafactory
- Strategic Cooperation Agreement: Chaince Digital has signed a non-binding Strategic Cooperation Framework Agreement with ZJK to establish a precision components R&D and manufacturing gigafactory in the U.S., with an expected investment of up to $200 million, aimed at strengthening the U.S. high-end manufacturing ecosystem.
- Diverse Technology Applications: The gigafactory will focus on high-value precision components for AI, semiconductor, and other advanced technology industries, including intelligent hardware and liquid-cooling components, thereby advancing U.S. manufacturing capabilities.
- Capital Markets Advisory Appointment: Chaince Securities has been appointed by ZJK as its five-year capital markets strategic advisor, focusing on financing and supporting the construction of the U.S. gigafactory, further solidifying Chaince's role in digital asset infrastructure.
- Localized Management Advantages: The joint venture will be operated by a U.S.-based management team, combining ZJK's manufacturing expertise with Chaince's capital market strengths, which is expected to accelerate supply chain localization and enhance competitiveness in high-end manufacturing sectors.
ZJK Industrial Co., Ltd. Reports Financial Results for the First Six Months of Fiscal Year 2025
Financial Performance: ZJK Industrial Co., Ltd. reported a 52.21% increase in revenue to $24.70 million for the first half of fiscal year 2025, with gross profit rising by 63.01% to $12.32 million, and net income increasing by 7.59% to $5.84 million compared to the same period last year.
Operational Expansion: The company is enhancing its production capacity and technological capabilities, investing in advanced machinery and R&D, while also expanding its market presence, particularly in North America and Asia, leading to significant increases in selling and marketing expenses.
