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Foxconn Sets Record Q4 Revenue on AI Server Demand

Investors await March results to gauge how AI servers are reshaping Foxconn’s mix.

Overview

  • Fourth-quarter revenue reached T$2.6028 trillion (US$82.73 billion), up 22.07% year over year and above the T$2.418 trillion LSEG SmartEstimate.
  • Growth was led by the cloud and networking division on booming AI server demand, while smart consumer electronics saw a slight decline due to exchange-rate effects.
  • On a U.S. dollar basis, fourth-quarter revenue rose 26.4%, reflecting broad strength across comparisons.
  • December revenue hit T$862.86 billion, up 31.77% from a year earlier, marking a record for that month.
  • Foxconn offered no numerical guidance and said detailed fourth-quarter results will come in March, noting the strong quarter sets a high comparison base for Q1 2026.