Overview

• Foxconn reported NT$1.79 trillion in second-quarter revenue and a 27% year-over-year rise in operating profit, with net income reaching NT$44.36 billion driven largely by its AI server division.
• Sales of AI servers now represent 41% of total revenue, surpassing the 35% contribution from consumer electronics for the first time.
• The company forecasts AI server revenue to grow 170% year-over-year in the third quarter and exceed NT$1 trillion for the full year.
• Foxconn is building AI server factories in Mexico and Texas and shifting U.S.-bound iPhone assembly to India to manage tariff and trade risks.
• Management warns that geopolitical tensions, tariff uncertainties and currency fluctuations could temper the outlook despite global expansion and a strategic tie-up with TECO Electric & Machinery.