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07.09.26 - 04:06
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Foxconn revenue climbs on AI server demand, outlook improves (Digitimes)
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Foxconn said August sales rose sharply from a year earlier as demand for AI servers and related hardware continued to lift its cloud and networking business. The latest update suggests the global electronics supply chain remains supported, even as investors closely watch shifts in trade, policy, and consumer demand....
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19.08.26 - 03:06
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AI servers and AFM to drive revenue; Pan-International eyes explosive growth in 2027 (Digitimes)
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Pan-International, a Foxconn Group connector and component maker, held an investor conference on August 18, 2026, to report its operating results for the second quarter of 2026 and outline its plans for the second half of the year and 2027. General manager Ming-Feng Tsai said the company's AI server products had entered the pilot production stage and were expected to begin ramping up shipments in October. Along with the gradual rollout of its axial flux motor (AFM) technology, the two growth engines would keep full-year 2026 revenue on track for double-digit growth from 2025. Looking ahead to 2027, as the two new businesses fully launch and additional contributions come from key AI server components, revenue could see explosive growth....
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13.08.26 - 10:06
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Foxconn sees AI rack shipments grow multiple-fold in 2026 after 2Q operating profit rises 68% (Digitimes)
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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....
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12.08.26 - 06:42
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Foxconn earnings call eyes four themes: AI racks, transaction models, Apple, EVs (Digitimes)
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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....
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05.08.26 - 12:06
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Foxconn revenue tops nearly US$30B for first time, with 3Q growth in sight (Digitimes)
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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....
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24.07.26 - 14:06
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Google raises capex outlook as compute demand stays tight, boosting Foxconn (Digitimes)
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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....
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