Foxconn's May sales rose 39.6% YoY to NT$859.4bn; two-month sales reached NT$1.69tln (US$53.6bn). Analysts' consensus projects Q2 revenue up about 32% YoY. Foxconn, a major assembler of NVIDIA accelerator servers and Apple iPhone/MacBook units, said its AI-server business is expected to expand sharply by 2026; server assembly has overtaken smartphones over the past year to become its largest revenue contributor, reflecting a global AI data-center buildout. Alphabet, Amazon, Meta and Microsoft ha

2026-06-05

Foxconn's May sales rose 39.6% YoY to NT$859.4bn; two-month sales reached NT$1.69tln (US$53.6bn). Analysts' consensus projects Q2 revenue up about 32% YoY. Foxconn, a major assembler of NVIDIA accelerator servers and Apple iPhone/MacBook units, said its AI-server business is expected to expand sharply by 2026; server assembly has overtaken smartphones over the past year to become its largest revenue contributor, reflecting a global AI data-center buildout. Alphabet, Amazon, Meta and Microsoft have committed roughly US$725bn to AI spending this year, supporting demand, though concerns over potential overcapacity and AI monetization persist.