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09.12.25 - 05:06
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Nvidia GB300 orders lift Taiwan ODMs, fuel strong 2026 outlook (Digitimes)
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Strong demand for Nvidia's GB300 accelerators lifted fourth-quarter 2025 performance for major Taiwanese original design manufacturers. Foxconn, Quanta, and Wistron reported solid November revenue and expect growth to continue into the first half of 2026 as GPU server orders accelerate....
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13.11.25 - 02:00
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Foxconn earnings stay firm for 2025 as Liu cites “signs to be optimistic” for 2026 (Digitimes)
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Foxconn (Hon Hai Precision Industry Co.) posted robust performance in the third quarter of 2025, driven by new smartphone launches, smart consumer electronics, AI servers, and cloud network devices. The company anticipates substantial sequential and year-over-year growth in the fourth quarter, maintaining expectations for solid full-year expansion and expressing optimism about 2026 results for the first time, according to chairman Young Liu....
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12.11.25 - 10:42
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Foxconn hits US$32B in AI server sales, eyes strong 4Q25 growth on rack demand (Digitimes)
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Foxconn said at its November 12, 2025, earnings briefing that the AI sector remains in high-growth mode, driven by surging demand for computing power and large-scale production of next-generation AI racks. The company expects AI rack shipments to jump 300% quarter-over-quarter in the third quarter of 2025, with total AI server revenue already exceeding NT$1 trillion (US$32.2 billion) ahead of schedule....
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12.11.25 - 08:20
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Nvidia and Apple supplier Foxconn posts 17% rise in third-quarter profit (SCMP)
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Foxconn Technology Group, the world's largest electronics contract manufacturer, posted a 17 per cent rise in third-quarter profit on Wednesday, beating market forecasts, on sustained strength in demand for artificial intelligence servers.
Net profit for the July-September period for Nvidia's biggest server maker and Apple's top iPhone assembler was T$57.67 billion (US$1.89 billion), higher than the consensus estimate of T$50.4 billion compiled by London Stock Exchange Group.
Taiwan-based......
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12.11.25 - 02:36
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Foxconn earnings preview: investors look for proof behind its AI and EV push (Digitimes)
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Foxconn (Hon Hai Group) is scheduled to hold its third-quarter earnings call on November 12, with strong investor attention focused on the company's advancements in AI server cabinets and new smartphones. Market enthusiasm has been buoyed by the performance of these products, while anticipation builds around progress in AI hardware and upcoming smartphone orders as the industry moves into the fourth quarter. Investors also await updates on Foxconn's electric vehicle (EV) and robotics projects, as well as collaborative efforts with major partners such as SoftBank Group, Mitsubishi Electric, and TECO Electric....
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11.11.25 - 09:06
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Sharp raises FY2025 profit outlook, plans AI server production with Foxconn by 2027 (Digitimes)
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Sharp announced on November 10, 2025, that it has lifted its fiscal 2025 (April 2025 to March 2026) net profit outlook to JPY53 billion (US$345.6 million), a 47% annual increase and JPY21 billion above its prior forecast of JPY32 billion. The company also plans to work with its parent Foxconn to start AI server production at its Kameyama No. 2 plant in fiscal 2027 (April 2027 to March 2028)....
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