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Foxconn Sets Quarterly Revenue Record on AI Server Boom, Tops Estimates

Booming AI server demand in Foxconn's cloud/networking unit lifted results beyond forecasts.

Overview

  • Fourth-quarter revenue reached T$2.6028 trillion ($82.7 billion), up 22.07% year over year and above the T$2.418 trillion LSEG SmartEstimate.
  • December revenue rose 31.77% to T$862.86 billion, the company's highest total for that month on record.
  • Growth was led by the cloud and networking division tied to AI infrastructure, while smart consumer electronics slipped slightly due to unfavorable exchange rates.
  • Foxconn is a key producer of AI servers and racks for partners including Nvidia, with a reported collaboration with OpenAI on next-generation hardware designs.
  • The company provided no numerical outlook and will report detailed fourth-quarter earnings in March 2026, noting a high base for early 2026 comparisons as shares gained 25.3% in 2025 and closed up 1.08% before the release.