Foxconn reported May sales of TWD 859.4 billion, up 39.6% year on year, and said sales over the past two months rose to TWD 1.69 trillion.
According to Jin10, analysts on average expected second-quarter revenue growth of 32%.
Foxconn is a major assembler of Nvidia accelerator servers and has previously said it expected its 2026 business to expand significantly.
The report said concerns remained about overcapacity and how to monetize AI technology, but Alphabet, Amazon, Meta, and Microsoft have decided to invest $725 billion in AI spending this year, with demand rising.
Beyond Nvidia-related work, Foxconn also derives a significant portion of sales from assembling Apple’s iPhone and MacBook.
Over the past year, Foxconn’s server business has surpassed smartphones to become its largest revenue source, reflecting a global buildout of AI data centers.
AI TRENDS | Foxconn’s May Sales Rise 39.6% to TWD 859.4 Billion
2026-06-05 07:57:58
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