ZJK Industrial Retracts Nvidia B40 Partnership Claims

ZJK Industrial Co., Ltd. has announced plans to ramp up production in support of Nvidia's B40 AI accelerator chip project, which targets the Chinese market and is based on Nvidia's Blackwell architecture. Mass production of the B40 chip could begin as early as June 2025, with shipments expected to exceed one million units by the end of the year, positioning ZJK for significant year-over-year revenue growth. The B40 project complements Nvidia's RTX Pro 6000 workstation graphics cards and represents a strategic move for Nvidia to maintain its presence in China amid U.S. export controls. Despite the initially strong market reaction to ZJK's announcement, including a surge in stock price, the company issued a notice to disregard the earlier press release about the production ramp-up, though no specific reason was provided. ZJK's CEO Ning Ding emphasized the growth potential from the B40 project and the company's commitment to innovation, manufacturing excellence, and long-term strategic expansion. The partnership reflects both companies' ambitions to capitalize on booming AI demand and reshape semiconductor industry standards in the region.