Overview

• In Q2 2025, cloud and networking products represented 41% of revenue versus 35% for consumer electronics, the first crossover in the mix; the segment rose 47% year over year, according to Barclays research.
• Foxconn now guides AI server revenue to grow by more than 170% year over year in the third quarter.
• The company says it holds nearly 40% market share in both general-purpose and AI servers and is Nvidia’s largest server manufacturer.
• Production is set to scale with planned AI server factories in Houston, Texas, and in Mexico to supply Nvidia as part of its U.S. investment plan.
• Taiwan’s broader hardware ecosystem is making the same turn, with one industry estimate placing about 80% of global servers and over 90% of AI servers as shipped from Taiwan.