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Foxconn Research & Analysis | TrendForce

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"TrendForce reports that NVIDIA announced plans at Computex 2025 to expand investments and strengthen AI server supply chain cooperation in Taiwan, including building AI supercomputers, expan... ... US President-Elect Donald Trump posted unexpectedly on his social media platform Truth Social on November 26th 2024 that a large number of immigrants and drugs (especially fentanyl) are flooding into... TrendForce raised its 2026 global server shipment forecast, driven by surging AI server demand from CSPs and enterprises, with momentum expected through 2027. ... AI server demand stays robust with GB leading H1; Rubin ramps in Q3. ASIC share dips slightly as GPU dominates. Component shortages cap general server growth. Liquid cooling competition intensifies. ... North American CSP CAPEX expansion drives dual demand for NVIDIA and custom chips. ODMs like Foxconn benefit from rack solutions and are expanding US/Mexico production.

Latest News - Hon Hai Technology Group

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Guided by market demand and industry trends, the two companies will continue to advance collaborative initiatives and pursue opportunities that create long-term value.▲ Photo Caption: Witnessed by Foxconn Chairman Young Liu (center), Foxconn and SHARP signed a Strategic MOU. (Photo courtesy of Foxconn) ... 18 June 2026, Taipei, Taiwan – Hon Hai Research Institute (HHRI) today announced a major breakthrough in its Post-Quantum Cryptography (PQC) research and development. Overall, the July-September quarter is expected to see significant quarter-on-quarter growth and strong year-on-year growth. For the full year 2026, thanks to strong demand for AI servers and growth in smart consumer electronics, the outlook for strong growth remains unchanged. In the first half of 2026, revenue reached NT$4.65 trillion, increasing 35% from a year ago; at the same time, gross profit was NT$285.5 billion, up 33%; operating profit was NT$170.5 billion, jumping 65%; and net profit was NT$109.9 billion, rising 27%. Gross profit margin, operating profit margin, and net profit margin were 6.15%, 3.67%, and 2.37%, respectively. Meanwhile, at home, delivery began in July for new car model CAVIRA based on the MODEL C, and the new Kaohsiung factory also started mass production of MODEL T and electric bus batteries. In a call out for October, Hon Hai Tech Day 2026 this year will be held October 30-31.

Hon Hai Technology Group (Foxconn) Announces Second Quarter 2025 ...

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＊ 2Q25 operating and net profits set highs, 1H25 net profit surges 52% YoY ＊ 3Q25 to see significant growth QoQ and YoY ＊ In 2H, strong growth drivers from cloud and networking & smart consumer electronics ＊ Demand for high performance computing power a structural, l/t growth trend ＊ Stronger AI infrastructure footprint with TECO alliance, revitalization in Ohio14 August 2025, Taipei, Taiwan – Hon Hai Technology Group (“Foxconn”) (TWSE:2317) today announced its second quarter 2025 financial results. In 2024, revenue totaled TWD6.86 trillion (approx. USD208 billion). The Group’s market share in electronics manufacturing services (EMS) exceeds 40%. The Group operates over 230 campuses across 24 countries and is one of the world’s largest employers with approx. Hon Hai Precision Industry Co., Ltd. announced unaudited consolidated revenue for June 2026 Hon Hai Precision Industry Co., Ltd. announced unaudited consolidated revenue for May 2026

[News] Foxconn to Boost 2026 Capex by 30%; CPO Switches Reportedly ...

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TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions. ... Foxconn, a key server supplier to NVIDIA and major assembler for Apple, reported a strong first quarter, posting net profit of NT$49.919 billion and record sales of NT$2.12 trillion, with EPS rising 17% year on year to NT$3.56 and gross margin improving to 6.18%, according to its press release. Citing rotating CEO Michael Chiang, Central News Agency reports that capital expenditure is expected to rise more than 30% in 2026, driven by continued expansion of regional manufacturing, higher automation, and upgrades to core production capacity. According to Foxconn, its capital spending rose about 27% in 2025 to NT$174 billion and is set to grow further this year. Please note that this article cites information from Central News Agency, Liberty Times, and Foxconn. ... [News] TSMC Sees AI Wafer Demand Rising 11x From 2022–2026, Targets CoWoS With 24 HBM Stacks in 2029 On the other hand, Foxconn’s AI solution shipments will continue to increase quarter by quarter, with ASIC-based server projects expected to double in 2026, Central News Agency reports.

Hon Hai Technology Group (Foxconn) Announces FY2024 & 4Q24 Financial ...

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• EPS NT$11.01, a 17-year high, core business profitability improving • 2025 outlook is for strong growth; 1Q25 AI server revenue to more than double • Seeing sustained demand for AI infrastructure and strong capex of major CSPs • To complete contract signing in 1-2 months for collaboration with Japan automaker---14 March 2025, Taipei, Taiwan – Hon Hai Technology Group (“Foxconn”) (TWSE:2317) today announced its full year and fourth quarter 2024 financial results. Full year 2024 net profit reached NT$152.7 billion, resulting in an earnings per share of NT$11.01, a 17-year high. At the same time, the Group announced that it will distribute a cash dividend of NT$5.80 per share, a record level since its listing in 1991. Despite significant changes in global tariff policies, geopolitical risks and monetary policies, the outlook for 2025 is for strong growth. The company also shared key developments around its three major smart platforms, as well as on AI and EV in 2025. For the full year 2024, revenue totaled NT$6.86 trillion, up 11.3% on-year. Gross profit reached NT$428.9 billion, up 10.6%; operating net profit, at NT$200.6 billion, was up 20.5%; while net profit rose 7.5% to NT$152.7 billion for the same time period. Hon Hai Precision Industry Co., Ltd. announced unaudited consolidated revenue for June 2026

Hon Hai Technology Group (Foxconn) Announces FY2025 & 4Q25 Financial ...

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· Revenuefor4Qandfull year2025 atrecord highs · CashdividendofNT$7.2arecord highsincelisting,payoutratio 52.9% · AIserversectortoseestronggrowthin 2026 · AIiscoredrivingforceinnew5-yeartransformationstrategy 16 March 2026, Taipei, Taiwan – Hon Hai Technology Group (“Foxconn”) (TWSE:2317) today announced its full year and fourth quarter 2025 financial results. Despite significant changes in tariff policies, geopolitics, and global monetary policies, the AI server sector is expected to see strong growth in 2026. At the same time, the Group also unveiled its five-year plan, focusing on AI as the core driver and three major transformation strategies: Foxconn 1.0 – Operational Excellence; Foxconn 2.0 – Intelligence-Driven Growth; and Foxconn 3.0 – Platform Value Creation. Foxconn’s 2025 full-year revenue reached NT$8.1 trillion, a year-on-year increase of 18%; gross profit reached NT$498.2 billion, up 16% for the same period; operating profit at NT$259.2 billion, rose 29% on year; and net profit (attributable to the parent company) reached NT$189.4 billion, increasing 24%. The profit growth rate exceeded the revenue growth rate, representing best practice for maximizing the Group's profitability. ROE has been around 9% in 2023 and 2024. With deeper vertical integration of components, emerging economies of scale, and growing contribution of the AI business, overall profitability further improved in 2025, with ROE reaching 11.25% to steadily move towards a near-term target of 12%. As the global industry stands at the starting point of the new AI era, Foxconn, based on its three-stage transformation plan proposed five years ago – F1.0 Existing Business Optimization, F2.0 Digital Transformation, and F3.0 Transformation To New Industries – is using AI as the core driving force to promote the Group's upgrade through three major transformation strategies: Foxconn 1.0 Operational Excellence; Foxconn 2.0 Intelligence- Driven Growth; and Foxconn 3.0 Platform Value Creation The market is paying close attention to the Group's performance in cloud and networking products and smart consumer electronics products in 2026. Chairman Liu pointed out that with the unprecedented expansion of capital expenditures by large global CSPs, Foxconn, as the world’s largest AI server provider, will definitely seize this opportunity.