FOXCONN, a NVIDIA server-assembly partner, reported better-than-expected revenue
for the quarter to Sept of NT$3.03 tln (US$95.4 bln), up 47% YoY versus
analysts' NT$2.83 tln consensus. The beat, following Micron's upbeat guidance
Last week, signals continued strength in global AI infrastructure capex. OpenAI
CEO Sam Altman and Anthropic CEO Dario Amodei have recently called for a
slowdown in advanced AI development to keep systems under human control. FOXCONN
said it has benefited from cloud infrastructure buildouts over the past two
years; investors view its sales as a gauge of AI-sector health amid concerns
over excess capacity, rising debt and regulatory headwinds. Shares are up about
10% YTD.
