Hon Hai Precision Industry Co., known as Foxconn, reported a 35.5% increase in January 2026 revenue to NT$730 billion, equivalent to about $23 billion. The Taiwan-based company, the world’s largest contract electronics manufacturer and a key Nvidia partner, attributed the surge to sustained global demand for AI infrastructure.
This follows a record fourth quarter in 2025, where sales rose 22% to NT$2.6 trillion. December 2025 revenue set a monthly high at NT$862.86 billion, up nearly 32% from the previous year. For the full year 2025, Foxconn recorded sales above NT$8 trillion for the first time, a 18% gain over 2024.
Foxconn anticipates strong first-quarter 2026 results despite the typical off-season for information and communications technology products. Shipments of AI server racks continue to rise, and demand for smart consumer electronics is improving. The company expects performance near the upper end of its past five-year range for the period.
The cloud and networking products division, encompassing AI server manufacturing, now generates 42% of total sales and leads growth. Hyperscale cloud providers, including Amazon, Microsoft, and Alphabet’s Google, are spending billions to build out AI infrastructure, boosting Foxconn’s orders.
Analysts forecast about 28% sales growth for the quarter ending March 2026. Year-over-year figures may differ due to the Lunar New Year holiday falling on February 17.
Foxconn has expanded its Nvidia collaboration with a $1.4 billion supercomputing center in Taiwan, set for completion in the first half of 2026.
Chairman Young Liu stated at a November investor conference that the company is “very optimistic” about AI-driven demand in 2026, adding that AI development is “just at the beginning.”
