The company that has entered both the NVIDIA and AMD supply chains to provide high-speed connectors for humanoid robots is “Dingtong Technology” (688668.SH).
Below are detailed explanations, along with another highly relevant alternative company for your reference:
Dingtong Technology
Core Logic Matching Points:
1. Entering the AMD/NVIDIA supply chain to provide high-speed connectors: This information was clearly disclosed by Dingtong Technology on the investor interaction platform. The company stated that its products have been applied in fields such as GPUs (graphics processing units) and servers, and have been supplied directly or indirectly to leading chip manufacturers like NVIDIA and AMD. Their high-speed backplane connectors and high-speed I/O connectors are key components in data centers and computing hardware.
2. Cooperation with North American Humanoid Robot Leader: The “North American humanoid robot leader” is generally believed to refer to Figure AI. According to public information, Dingtong Technology has reached a cooperation agreement with Figure AI to provide high-speed connectors and related products for its humanoid robots, and has already entered the mass production supply stage.
3. Bulk supply to domestic robot companies: The company is also actively laying out in the domestic robot market, engaging with multiple robot companies for samples, some of which have already achieved bulk supply.
Summary: Dingtong Technology’s business layout perfectly matches all points: “Computing Chips (NVIDIA/AMD) Supply Chain” + “Humanoid Robots (Figure AI, etc.) Supply Chain” + “High-Speed Connector Products”.
—Important Alternative Reference: Huafeng Technology (688629.SH)
This company is also highly relevant and needs special mention, as it has also entered the NVIDIA supply chain and has a layout in the robotics field.
· Relationship with NVIDIA: Huafeng Technology is the first domestic supplier of high-speed cable components to publicly announce entry into the NVIDIA GPU supply chain. Its high-speed cable components (AEC) for GPU servers have achieved bulk supply to NVIDIA.
· Relationship with robots: The company is also actively expanding into the humanoid robot market, with its cables and connector products applicable to robot joints, motherboards, etc., and is interfacing with relevant customers.
Why is Dingtong Technology more likely?
Because it explicitly mentioned “entering both AMD and NVIDIA” while Huafeng Technology’s public information is mainly focused on NVIDIA. Additionally, Dingtong Technology’s cooperation with Figure AI has been more widely disseminated in the market and aligns better with the description of the “North American humanoid robot leader”.
—Investment Logic Summary
Both companies stand at the intersection of the two hottest tracks currently:
1. AI Computing Power: As a supply chain enterprise for AI chip giants like NVIDIA, they directly benefit from the global wave of infrastructure construction for AI computing power.
2. Humanoid Robots: As suppliers of core components (high-speed connectors/cables), they are positioned in the future potential robot industry chain.
Please note: The above information is based on the company’s public disclosures and market reports. The stock market has risks, and investment should be cautious. It is recommended to verify the latest announcements and official information from the company before making any decisions.