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15.05.26 - 05:06
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Foxconn moves from validation to commercialization with AI servers, robots, EVs and LEO satellites (Digitimes)
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Foxconn used its first quarter of 2026 earnings call to signal that its long-term "3+3+3" strategy is transitioning from technical validation into commercialization, highlighting growth in AI servers and advances across smart manufacturing, electric vehicles, semiconductors, and low-Earth-orbit communications. The group also framed its COMPUTEX 2026 positioning as a "Token Factory" to signal a broader role in the AI era, executives said....
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15.05.26 - 02:54
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Foxconn says AI server mix and consignment model will drive annual shipments to more than double (Digitimes)
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Foxconn (Hon Hai) held an online investor briefing on May 14, where executives outlined that cloud and networking products accounted for nearly 50% of group revenue in the first quarter of 2026 and that AI server shipments will more than double year-over-year for 2026. The company said a shift toward consignment supply for some AI server transactions has depressed reported revenue sequentially but did not affect overall profitability and helped reduce working capital and improve capital efficiency....
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15.05.26 - 02:06
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Foxconn targets 3Q26 CPO switch mass production, eyes multifold 2027 growth (Digitimes)
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Foxconn announced at an online investor briefing on May 14 that its common-package optics (CPO) switches are scheduled for mass production and shipments beginning in the third quarter of 2026, with an annual shipment target of around ten thousand units. Executives said current visibility points to shipments expanding several times in 2027....
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14.05.26 - 18:42
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NVIDIA Wins. America Loses (24/7 Wall St.)
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On the eve of the Trump-Xi summit in Beijing, the United States quietly cleared roughly 10 Chinese firms, including Alibaba, Tencent, ByteDance, and JD.com, to buy NVIDIA's H200 accelerators, with Lenovo and Foxconn approved as distributors. NVIDIA (NASDAQ:NVDA) shareholders, sitting on a $5.33 trillion market cap and a stock up 19% in the past month, ... NVIDIA Wins. America Loses...
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14.05.26 - 12:12
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Foxconn Posts Strong Results on AI Hardware Sales (WSJ EN)
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Foxconn Technology Group reported robust first-quarter revenue and profit as it ramped up production of server racks, other advanced equipment and consumer devices for the global artificial-intelligence build-out....
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14.05.26 - 08:06
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AI surge fuels patent race in server cooling with Taiwan firms among global leaders (Digitimes)
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A Taiwan Intellectual Property Office report released in 2026 showed that AI demand accelerated a global patent race in data center and server cooling technologies, with Inventec, Foxconn, and Quanta emerging among Taiwan's top patent holders. The report analyzed 8,449 published and announced patent families from 2015 through 2024 and found cooling-related patent families grew at a 17% compound annual growth rate over the past decade, and entered a distinct growth phase in 2022 when annual filings first exceeded 1,000....
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14.05.26 - 03:24
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Foxconn Wisconsin ransomware attack spotlights cybersecurity gap at Taiwan manufacturers (Digitimes)
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Foxconn confirmed a ransomware intrusion at its Wisconsin plant in the US, and said the affected facility continued operating normally after the incident. The attack renewed scrutiny of cybersecurity practices across Taiwan's tech manufacturing sector, where executives said rapid advances in AI servers, semiconductors, and space systems have heightened the strategic importance of Taiwan's role as a supply chain hub....
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13.05.26 - 06:15
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Midday Takeaway: HSI Closes Midday at 26,416, Up 69 pts; HSTI Closes Midday at 5,096, Up 26 pts; MEITUAN Up over 4%; JD INDUSTRIALS, FIT HON TENG, KB LAMINATES, ASMPT, KINGBOARD HLDG Hit New Highs (AAStocks)
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At midday close, HSI rose 69 pts or 0.3% to 26,416. HSTI rose 26 pts or 0.5% to 5,096. HSCEI gained 9 pts or 0.1% to 8,891.Active Heavyweights:MEITUAN (03690.HK) closed at $88.15, up 4.8%XIAOMI (01810.HK) closed at $31.96, up 1.6%TENCENT (00700.HK) closed at $463.4, up 1.4%BABA (09988.HK) closed at $133, down 0.2%HSI & HSCEI Con......
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