Jun. 25 at 3:57 PM
$MNTN $NBIS $NVDA $SMCI
ZJK is the next big swing call at 3.85$.
Top play for The third China International Supply Chain Expo (CISCE) which will be held from July 16 to 20, 2025, featuring over 230 new exhibitors, including Nvidia, which will debut at the event.
China hails Nvidia expo appearance as ‘vote of confidence’ amid tensions
The American chip giant will attend China’s flagship supply chain event for the first time in July, despite rising US-China friction over tech issues.
ZJK Industrial Co., Ltd., a Shenzhen-based manufacturer of high-precision fasteners and metal parts, has developed a significant partnership with NVIDIA, focused primarily on supplying components for AI infrastructure, particularly liquid cooling systems and AI accelerator chips. Below is a detailed overview of their relationship based on available information:
Key Aspects of ZJK’s Relationship with NVIDIA
1. Existing Supplier Relationship
- ZJK was already a supplier to NVIDIA before recent high-profile announcements, providing high-precision fasteners used in various NVIDIA products. This pre-existing relationship underscores ZJK’s capability to meet NVIDIA’s quality standards for components critical to high-tech applications, such as AI hardware
2. Expansion into Liquid Cooling Systems (December 2024):
- In December 2024, ZJK announced a deepened collaboration with NVIDIA, focusing on liquid cooling systems for next-generation AI servers. Following a meeting at the headquarters in Santa Clara, ZJK was selected to produce samples for an upcoming liquid cooling manifold project.
- Liquid cooling is increasingly critical for AI infrastructure due to the high thermal demands of advanced processors. ZJK’s selection as an approved vendor for these systems highlights NVIDIA’s confidence in its manufacturing capabilities.
- ZJK formed a dedicated team of engineers and specialists to align with NVIDIA’s requirements, emphasizing rapid, high-quality production. This move also marks ZJK’s strategic shift into sub-assembly and assembly manufacturing, aiming to enhance its technical expertise and product diversification.
3. Support for NVIDIA’s B40 AI Accelerator Chip (June 2025):
- In June 2025, ZJK announced it was ramping up production to support NVIDIA’s B40 AI accelerator chip, based on the Blackwell architecture and tailored for the Chinese market. Mass production is expected to begin in June 2025, with forecasts predicting over one million B40 units shipped by year-end.
- The B40 complements NVIDIA’s RTX Pro 6000 workstation graphics cards, and ZJK’s role as a supplier is anticipated to drive significant year-over-year revenue growth due to surging demand in the AI sector. CEO Ning Ding emphasized the project’s market potential and ZJK’s commitment to innovation.
4. Showcase at COMPUTEX 2025- At COMPUTEX 2025 (May 20–23, 2025), ZJK unveiled liquid-cooled quick connectors integrated into NVIDIA’s MGX ecosystem, a modular reference architecture for scalable AI infrastructure. These connectors, featuring self-sealing functionality and compatibility with various pipe diameters, were also showcased at NVIDIA’s GPU Technology Conference 2025, signaling strong validation of ZJK’s technology.[
- This integration into NVIDIA’s MGX platform positions ZJK as a key supplier for OEMs and system integrators building next-generation AI servers, potentially leading to sustained orders.
5. Revenue Growth: ZJK reported
$29 million in revenue for 2023 (up 17.2% year-over-year) and
$37.8 million in 2024 (up 30%), with the NVIDIA partnership expected to further accelerate growth, particularly through the B40 project.
-Strategic Positioning: The partnership enhances ZJK’s presence in the AI infrastructure market, diversifying its customer base beyond China and strengthening its global footprint. It also aligns ZJK with NVIDIA’s dominant position in AI computing, potentially opening doors to higher-margin opportunities
Broader Context:
- ZJK’s collaboration with NVIDIA aligns with its broader client portfolio, which includes major players like BYD, DJI, Foxconn, and Tesla. This diverse customer base strengthens ZJK’s position as a trusted supplier of high-precision components across industries like AI, electric vehicles, and consumer electronics.
Conclusion
ZJK’s relationship with NVIDIA is a cornerstone of its growth strategy, evolving from a supplier of precision fasteners to a key partner in liquid cooling systems and AI chip production. The collaboration has significantly boosted ZJK’s market visibility and financial prospects, though challenges like geopolitical risks and scaling limitations remain. As NVIDIA continues to dominate AI computing, ZJK’s ability to deliver on these projects could solidify its role in the high-tech supply chain, but investors should remain cautious given the company’s small scale and market volatility.
