Taiwan’s Foxconn, the world’s largest contract electronics manufacturer, has announced record fourth-quarter revenues of NT$2.6 trillion (approximately $83 billion), representing a 22 percent increase compared to the same period in 2025. The exceptional performance significantly exceeded analyst expectations of NT$2.4 trillion and highlights the massive global investment in artificial intelligence infrastructure.
The revenue surge was primarily driven by explosive demand for AI server components, with Foxconn serving as a major manufacturing partner for Nvidia’s data center products. The company’s cloud and networking products division demonstrated particularly strong growth, compensating for softer performance in traditional consumer electronics segments.
Foxconn’s strategic pivot toward AI infrastructure manufacturing has positioned the company to capitalize on what analysts describe as a sustained technology supercycle. Global spending on AI infrastructure is projected to reach $1.5 trillion in 2026, according to market research firm Gartner, and Foxconn’s manufacturing capabilities make it an essential partner for companies building out AI computing capacity.
The company’s success extends beyond just server manufacturing. Foxconn continues to serve as the primary assembler for Apple’s iPhone, with the latest iPhone 16 models contributing to revenue growth through strong sales in key markets including the United States and China. This diversification across both AI infrastructure and consumer electronics provides Foxconn with multiple growth drivers and reduces reliance on any single customer or product category.
In December 2025 alone, Foxconn achieved monthly revenues of NT$862.86 billion, representing a 32 percent year-over-year increase and setting a new monthly revenue record for the company. When measured in US dollars, fourth-quarter revenue increased by 26.4 percent, reflecting strong demand across international markets.
The company’s stock performance has mirrored its operational success, with shares rising 25 percent throughout 2025 following a 76 percent gain in the previous year. This sustained growth has made Foxconn one of the best-performing technology stocks in Asia and demonstrates investor confidence in the company’s AI infrastructure strategy.
Looking ahead, Foxconn expects demand for AI server racks to remain robust throughout early 2026, despite entering what the company describes as the traditional off-season for information and communications technology products. Management anticipates that earnings will remain near the upper end of the company’s five-year historical range, driven by continued AI infrastructure buildout by major technology companies.
Foxconn is also expanding its manufacturing footprint geographically to meet growing demand. The company has announced plans to increase AI server production capacity in the United States, including facilities in Wisconsin and Texas, bringing high-tech manufacturing jobs to American markets while diversifying its production base beyond Asia.
