|
|
|
13.08.26 - 10:06
|
Foxconn sees AI rack shipments grow multiple-fold in 2026 after 2Q operating profit rises 68% (Digitimes)
|
|
|
Foxconn's AI server business powered stronger-than-expected second-quarter 2026 revenue and profit, with growth in its cloud network products segment helping operating profit rise far faster than sales. At its August 12 earnings conference, the company said stronger product mix and scale benefits lifted profitability, while continued AI infrastructure demand should sustain shipment growth through the second half....
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
12.08.26 - 06:42
|
Foxconn earnings call eyes four themes: AI racks, transaction models, Apple, EVs (Digitimes)
|
|
|
Foxconn will hold its second quarter 2026 earnings call on the afternoon of August 12, as AI racks continue to ship and July consolidated revenue topped NT$900 billion (approx. US$27.9 billion) for the first time. Investors are expected to focus on the shipment pace of AI servers and racks, plus how changes in the underlying transaction model are reshaping the company's operating structure....
|
|
|
|
|
05.08.26 - 12:06
|
Foxconn revenue tops nearly US$30B for first time, with 3Q growth in sight (Digitimes)
|
|
|
Foxconn reported consolidated revenue of NT$946.51 billion (approx. US$29.37 billion) for July 2026, up 15.18% from the previous month and 54.19% from a year earlier. The result marked a record monthly high and the first time the group's revenue exceeded NT$900 billion. In US dollar terms, July revenue rose about 13.6% month on month and 43.1% year on year....
|
|
|
24.07.26 - 14:06
|
Google raises capex outlook as compute demand stays tight, boosting Foxconn (Digitimes)
|
|
|
Alphabet, Google's parent company, has raised its capital expenditure forecast to US$195-205 billion and signaled a significant increase again in 2027, while openly saying that AI compute remains in short supply and demand continues to outpace investment. Market participants say the message is a clear sign that the AI data center buildout cycle has not yet peaked....
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
06.07.26 - 04:24
|
Nvidia Supplier Hon Hai Sales Beat As Continued AI Demand Offsets Consumer Electronics Decline (ZeroHedge)
|
|
|
Nvidia Supplier Hon Hai Sales Beat As Continued AI Demand Offsets Consumer Electronics Decline
Nvidia's server assembly partner Hon Hai Precision Industry reported a bigger-than-expected 40% jump in quarterly sales and said AI demand is growing further, according to Bloomberg.
Hon Hai's revenue grew to NT$2.51 trillion ($79 billion) in the three months to June, beating the average of analyst estimates of NT$2.37 trillion. Demand for AI-related products drove sales, compensating for a slight decline in demand from consumer electronics and computing products, where soaring memory prices have resulted in widespread demand destruction.
Shipments of AI racks are expected to maintain their momentum in the current quarter, while demand for information and communications technology products is entering peak season, the company said in a statement Sunday quoted by Bloomberg. Overall operations are expected to grow both quarter-on-quarter and year-on-year.
Hon Hai, also known as Foxconn, has establi...
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
