
Foxconn held its Q3 earnings conference on Thursday, returning to an in-person format for the first time in six years. The company posted stunning figures, with quarterly revenue hitting NT$3 trillion, up 46% year-on-year. Net profit for the first three quarters reached NT$187.4 billion, a record high for the same period. Meanwhile earnings per share came in at NT$13.35. With AI server shipments continuing to grow, Foxconn Chairman Young Liu showed optimism about the company’s performance in the Q4. Let’s hear from him.
Young Liu
Foxconn Chair
In the first three quarters of this year, EBITDA has reached NT$369.2 billion, more than double the figure recorded in 2020. This demonstrates the cash-generating capacity driven by the growth of the AI business. With the shipment of a new generation of AI server racks, revenue from AI servers is projected to continue growing on a quarterly basis. Combined with the arrival of the traditional peak season for ICT products, overall revenue is expected to show strong growth both sequentially and from year-ago levels. Overall demand is expected to continue exceeding supply next year. In the face of such external shifts, the talent, capital, and supply chain management expertise that Foxconn has cultivated over the long term serve as a vital foundation.
AI has been the biggest driving force behind Foxconn’s latest growth. The company is actively strengthening its own supply chain, with in-house production of AI server components surpassing 50%. Addressing concerns about a potential AI bubble burst, Young Liu remains confident that demand will stay strong next year.
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#foxconn #servers #ai #growth #tech
鴻海週四召開第三季法說會,睽違六年再度舉辦實體法說會,財報更是亮眼,第三季營收突破3兆元,年增46%,累計前三季稅後淨利1874億元,創下同期新高,每股盈餘更達13.35元,隨著AI伺服器出貨成長,對於第四季表現,董事長劉揚偉相當看好。
[[鴻海董事長 劉揚偉]]
“(2026年)累計前三季的EBITDA,達到3692億元,(相較於)2020年已經成長超過一倍,這代表AI業務規模的擴大,本業所創造的現金成長的趨勢非常明顯。隨著新一代AI伺服器機櫃的出貨,預計第四季AI伺服器營收將會持續季增。ICT產品都已進入了傳統旺季,所以預計第四季營收,在季對季、年對年上面,都會是強勁的成長。展望明年整體需求預期仍將大於供給。面對這些外部變化,靠的就是我們長期累積下來,在管人、管錢、管供應鏈上面的核心優勢。”
這波成長背後,最大功臣就是AI,鴻海積極強化自家供應鏈,在AI伺服器等零組件的自製率,已經超過五成,面對AI泡沫化的疑慮,劉揚偉認為明年需求仍高。
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