Foxconn, the world’s largest electronics contract manufacturer, reported a 39.8 percent year-on-year increase in second-quarter revenue, reaching T$2.513 trillion ($78.71 billion) for the April-June period. The result surpassed market expectations, driven by sustained enterprise demand for artificial intelligence hardware.
The surge highlights the continued strength in the AI supply chain, with Foxconn benefiting from its deep integration with major chipmakers and cloud providers.
As companies accelerate their deployment of generative AI models, the demand for specialized servers and networking equipment has become a primary growth driver for the company.
This performance extends the momentum seen in recent quarters, where AI-related orders have increasingly offset softer demand in traditional consumer electronics.
The results reinforce Foxconn’s strategic pivot toward high-margin AI infrastructure, positioning it as a key beneficiary of the ongoing technology capex cycle.
Investors will now look to the company’s full-year guidance and commentary on order visibility for the second half of the year.
The market will also monitor broader trends in AI hardware spending and any potential shifts in supply chain dynamics.