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Nvidia partner Foxconn revenue surge tops expectations

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Foxconn, a major partner for Nvidia, has reported a 22% surge in revenues in the final quarter of 2025, as tech firms continue to ramp up spending on AI infrastructure.

Also known as Hon Hai, Foxconn reported revenues of 2.6 trillion Taiwan dollars ($83 billion) in the quarter up to December, as its components and cloud businesses demonstrated strong growth, the company said.

The figure tops analyst expectations of NT$2.4 trillion ($77 billion), according to LSEG estimates.

Foxconn is the world’s largest contract electronics manufacturer and makes the servers that hold chips in data centers. It also assembles Apple’s iPhone.

The company has emerged as a key player in AI as companies race to build out infrastructure for the technology. Its share price rose 25% across 2025, following a 76% uptick over the previous year.

Hon Hai Chairman: There isn't overinvestment in AI, circular financing worries won't change focus

“Revenue in the fourth quarter of 2025 achieved strong growth both QoQ and YoY, exceeding our expectation of significant growth, causing a high base for the first quarter,” the company said in a statement.

Foxconn signed a partnership with OpenAI in November to collaborate on designs for next-generation AI infrastructure hardware.

In May, it was announced that the company would partner with Nvidia and the Taiwanese government to provide infrastructure to a major AI factory in Taiwan.

also announced in July that it was taking a stake in data center construction company TECO Electric & Machinery Co.

Foxconn said it expected earnings to be near the upper end of the past five-year range thanks to the continued rise in AI rack shipments, despite entering the “traditional off-season” for ICT products in the first quarter of the year.



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