\n\u00centr-o sal\u0103 luxoas\u0103 din Taiwan, plin\u0103 de lideri ai industriei globale de electronice, Jensen Huang, CEO-ul Nvidia, g\u0103zduia \u00een mai un banchet privat pentru furnizori. Printre nume mari precum Taiwan Semiconductor Manufacturing Co. \u015fi Hon Hai Precision Industry, un b\u0103rbat discret, \u00eembr\u0103cat \u00eentr-o c\u0103ma\u015f\u0103 \u00eenchis\u0103 la culoare, p\u0103rea invizibil. Acesta era Chen Tao, scrie Bloomberg.<\/p>\n
\nLa 53 de ani, fost soldat \u00een de\u015fertul Taklamakan, Chen nu mai este un anonim: el este acum unul dintre cei mai boga\u0163i miliardari AI din China, cu o avere estimat\u0103 la 9,1 miliarde dolari \u00eempreun\u0103 cu so\u0163ia sa, Liu Chunlan. Povestea lor este despre viziune, risc \u015fi oportunitate.<\/p>\n
\nChen este fondatorul \u015fi pre\u015fedintele Victory Giant Technology Huizhou Co., un produc\u0103tor de pl\u0103ci de circuite imprimate (PCB) \u2013 coloana vertebral\u0103 electronic\u0103 a serverelor AI. Pe m\u0103sur\u0103 ce procesoarele grafice Nvidia au alimentat revolu\u0163ia inteligen\u0163ei artificiale, Victory Giant a devenit rapid unul dintre furnizorii s\u0103i cheie.<\/p>\n
\nAc\u0163iunile companiei au explodat, \u00eenregistr\u00e2nd o cre\u015ftere de 530% \u00een acest an, cea mai bun\u0103 performan\u0163\u0103 din MSCI Asia Pacific. Chen \u015fi so\u0163ia sa de\u0163in \u00eempreun\u0103 27% din companie, ceea ce explic\u0103 ascensiunea lor spectaculoas\u0103 \u00een topul miliardarilor.<\/p>\n
\nPovestea lui Chen \u00eencepe \u00een 1991, c\u00e2nd p\u0103r\u0103se\u015fte armata \u015fi devine func\u0163ionar public. O excursie la Shenzhen, epicentrul reformelor economice chineze, \u00eei schimb\u0103 traiectoria: renun\u0163\u0103 la \u201ebolul de orez de fier\u201d \u015fi se mut\u0103 \u00een Guangdong. \u00cen 1996 \u00eencepe ca v\u00e2nz\u0103tor la o fabric\u0103 de PCB cu capital taiwanez \u015fi, observ\u00e2nd cererea uria\u015f\u0103, fondeaz\u0103 Victory Giant \u00een 2003 (ini\u0163ial Shenghua Electronics), list\u00e2nd compania \u00een Shenzhen \u00een 2015. So\u0163ia sa, Liu, cu reziden\u0163\u0103 de lung\u0103 durat\u0103 \u00een Australia, este director \u00een companie.<\/p>\n
\nStrategia cheie a fost lansarea diviziei High-Density Interconnect (HDI) \u00een 2019, cu mult \u00eenainte de boom-ul AI. Aceste pl\u0103ci complexe, necesare pentru GPU-uri performante, au adus Victory Giant \u00een pozi\u0163ia de furnizor principal pentru pl\u0103cile H-series AI de la Nvidia. Ast\u0103zi, aproximativ 60% din v\u00e2nz\u0103rile interna\u0163ionale ale companiei vin probabil de la Nvidia, potrivit estim\u0103rilor anali\u015ftilor.<\/p>\n
\nDependen\u0163a de Nvidia \u015fi concentrarea produc\u0163iei \u00een China aduc \u00eens\u0103 riscuri geopolitice. Companii rivale din Taiwan sau Japonia extind produc\u0163ia \u00een Asia de Sud-Est, iar Victory Giant r\u0103spunde printr-o strategie agresiv\u0103 de expansiune interna\u0163ional\u0103: noi baze \u00een Vietnam \u015fi Thailanda vizeaz\u0103 clien\u0163ii sensibili la export \u015fi reduc riscurile geopolitice.<\/p>\n
\nChen a reorganizat conducerea: a cedat func\u0163ia de pre\u015fedinte lui Zhao Qixiang, manager cu ID din Hong Kong, \u015fi a adus ca CTO expertul neo-zeelandez Victor J. Taveras, cu experien\u0163\u0103 interna\u0163ional\u0103 \u00een construc\u0163ia de fabrici.<\/p>\n
\nProfitabilitatea companiei cre\u015fte rapid: marja brut\u0103 pe pl\u0103cile HDI a urcat la 38,8% \u00een primul trimestru din 2025, de la doar 8,3% anul precedent, reflect\u00e2nd cererea global\u0103 pentru pl\u0103ci de \u00eenalt\u0103 performan\u0163\u0103 \u00een era AI.<\/p>\n
\nVictory Giant, compania discret\u0103 care a crescut odat\u0103 cu Nvidia, este acum un simbol al miliardarilor chinezi care mizeaz\u0103 pe revolu\u0163ia AI.<\/p>\n
\n <\/p>\n","protected":false},"excerpt":{"rendered":"
\u00centr-o sal\u0103 luxoas\u0103 din Taiwan, plin\u0103 de lideri ai industriei globale de electronice, Jensen Huang, CEO-ul Nvidia, g\u0103zduia \u00een mai un banchet privat pentru furnizori. Printre nume mari precum Taiwan Semiconductor Manufacturing Co. \u015fi Hon Hai Precision Industry, un b\u0103rbat discret, \u00eembr\u0103cat \u00eentr-o c\u0103ma\u015f\u0103 \u00eenchis\u0103 la culoare, p\u0103rea invizibil. Acesta era Chen Tao, scrie Bloomberg. […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[510],"tags":[7884,7216,6545,314,10565,26582,228,26190],"class_list":["post-242652","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-averi","tag-bursa","tag-china","tag-construire","tag-contributie","tag-cuplu","tag-intalnire","tag-raliu"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/242652","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=242652"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/242652\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=242652"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=242652"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=242652"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}