Hon Hai Precision (2317.TW): Hon Hai Technology Day 2026 (HHTD 2026)

DSX POD accelerates AI infrastructure deployment: Unveiled at GTC Berlin and displayed at HHTD26, NVIDIA's DSX POD packages 7x VR200 NVL72 racks, 3x Spectrum-6 SPX racks, up to ~25 exaFLOPS of NVFP4 performance, and over 10M components per container. Hon Hai said factory integration can shorten deployment at prepared sites from six months to as little as 14 days, with initial deliveries expected in early 2027. Rack capacity and automation support Rubin ramp: HH has doubled AI rack assembly capacity over the past year to ~2K racks/week. It said its cableless Vera Rubin compute-tray design cuts assembly time from over two hours to ~20 minutes, with a further target of five minutes. Greater automation should improve throughput and consistency while reducing labor intensity, according to HH management, supporting the Rubin ramp. Three new EV models expand the CDMS portfolio: HH unveiled a MODEL A+, a premium B-segment SUV; MODEL K+, an affordable lifestyle SUV for younger buyers; and MODEL