Company Overview - ZJK Industrial Co., Ltd. is a high-tech precision parts and hardware manufacturer focused on sectors such as artificial intelligence infrastructure, consumer electronics, electric vehicles, and aerospace [4] - The company specializes in manufacturing precision fasteners, structural parts, and other precision metal components, with a strong emphasis on innovation and manufacturing excellence [4] Market Development - ZJK is ramping up production to meet the increasing demand from Nvidia's B40 project, which is a customized AI accelerator targeting the Chinese market [1][2] - The B40 chip is based on Nvidia's Blackwell architecture and aims at the mid-to-high-end market segment, with mass production expected to start as early as June 2025 [2] Growth Potential - The CEO of ZJK highlighted that the B40 project presents significant market advantages and is expected to complement Nvidia's RTX Pro 6000 workstation graphics cards [3] - Supply chain forecasts predict that B40 chip shipments could exceed one million units by the end of 2025, indicating substantial growth potential for ZJK as a supplier to Nvidia [3] - The company anticipates significant year-over-year revenue growth from this initiative, driven by the expanding AI sector [3]
ZJK Industrial Co., Ltd. Ramps Up Production to Support Nvidia’s B40 Project, Expecting Significant YoY Revenue Growth