Item 1 of 2 A wheeled AI industrial humanoid robot is on display at Foxconn’s annual tech day in Taipei, Taiwan, November 21, 2025. REUTERS/Ann Wang/File Photo
[1/2]A wheeled AI industrial humanoid robot is on display at Foxconn’s annual tech day in Taipei, Taiwan, November 21, 2025. REUTERS/Ann Wang/File Photo Purchase Licensing Rights, opens new tab
TAIPEI, Jan 5 (Reuters) – Taiwan’s Foxconn, the world’s largest contract electronics maker, reported record fourth-quarter revenue on Monday, driven by strong demand for artificial intelligence products.
Revenue for Nvidia’s (NVDA.O), opens new tab biggest server maker and Apple’s (AAPL.O), opens new tab top iPhone assembler jumped 22.07% from the same quarter last year to T$2.6028 trillion ($82.73 billion), Foxconn said in a statement.
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The results exceeded the T$2.418 trillion LSEG SmartEstimate, which gives greater weight to forecasts from analysts who are more consistently accurate.
Foxconn said revenue for the quarter grew significantly on both a quarter-on-quarter and year-on-year basis, exceeding its expectations and creating a high base of comparison for the first quarter of 2026.
For the first quarter, information and communications technology products have entered a seasonal slowdown, Foxconn said in the statement. However, robust demand for AI server rack products, even against the elevated fourth-quarter base, is expected to bring performance toward the upper end of its past five-year range.
On a U.S. dollar basis, Foxconn (2317.TW), opens new tab said fourth-quarter revenue rose 26.4%.
The growth was driven by strong performance in Foxconn’s cloud and networking products division, led by booming demand for AI products, while its smart consumer electronics segment – which includes iPhones – posted a slight revenue decline due to unfavorable exchange rates.
In December alone, Foxconn posted revenue of T$862.86 billion, up 31.77% annually and a record for that month.
Foxconn, formally called Hon Hai Precision Industry, does not provide numerical forecasts. It will report fourth-quarter earnings in March.
Foxconn’s shares rose 25.3% last year, in line with the broader Taiwan market (.TWII), opens new tab. The stock closed up 1.08% on Monday ahead of the revenue data, compared with a 2.57% gain for the benchmark index.
($1 = 31.4620 Taiwan dollars)
Reporting by Wen-Yee Lee and Ben Blanchard; Editing by Jacqueline Wong
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