Morgan Stanley: Hon Hai will receive orders for 20000 Apple AI servers this year. According to the latest report from Morgan Stanley Securities, Hon Hai will receive orders for 20000 Apple AI servers this year, with Nvidia H100 servers accounting for as much as 40% -50%. After visiting the supply chain, Morgan Stanley Securities found that Industrial Fulian, a subsidiary of Hon Hai Group, has been cooperating with Apple to develop servers since 2021 and began small-scale shipments of Apple in mid 2023. Additionally, there are reports that Hon Hai has the opportunity to secure Nvidia's latest B200 orders this year.