Overview
- Net profit for July–September rose to NT$57.67 billion, topping LSEG’s NT$50.4 billion consensus.
- Quarterly revenue came in at NT$2.06 trillion, matching market expectations.
- AI-driven cloud and networking sales outpaced smart consumer electronics for a second consecutive quarter.
- Foxconn said it expects significant year-on-year revenue growth in the fourth quarter, with AI server revenue increasing quarter on quarter.
- The company is a key server supplier to Nvidia and remains Apple’s top iPhone assembler, with new AI server factories underway in Mexico and Texas.