DAHUA: The July shipment volume of GB200 NVL72 cabinet was affected because "Wistron has transferred production lines from China Taiwan to Mexico"

Morgan Stanley's report pointed out that the total shipment volume of GB200 NVL72 rack in the three major ODMs decreased from around 2500 units in June to around 2000 units in July. One of the main drivers of this decline in shipment volume is the capacity adjustment being carried out by Wistron. Specifically, Wistron is transferring its production line for calculating trays from Taiwan, China to Mexico.