Another semiconductor company is reaping substantial benefits from the global AI boom sweeping the technology sector. Foxconn has just achieved a significant milestone, reporting its highest quarterly revenue in history. In the fourth quarter of 2025, the company posted revenues of NT$2.6028 trillion (approximately USD 82.7 billion), marking a 22% year-on-year increase. This surge was primarily driven by robust demand for AI data center and cloud infrastructure hardware, a segment that has now outpaced its traditional consumer electronics business. Notably, Foxconn surpassed market expectations, which had forecasted Q4 2025 revenues around NT$2.418 trillion.

While sales of smartphones and other consumer electronics remained steady, the sharp rise in orders for AI-related hardware—particularly high-performance servers and cloud infrastructure components—contributed most significantly to the company’s growth. As a key manufacturing partner for global tech giants like Apple and NVIDIA, Foxconn is strategically positioning itself as a critical player in the expanding AI ecosystem, delivering servers and components that power cloud computing and generative AI applications.

Although AI infrastructure led the charge, Foxconn’s consumer electronics division saw only modest growth, largely due to currency fluctuations rather than weakening demand. Nevertheless, the company’s diversified business model enabled strong performance in AI-driven hardware to offset slower growth in other segments.

This development coincides with reports that SoftBank is involving Foxconn in its Stargate initiative by acquiring an Ohio facility for $375 million and converting it into a major data center to support advanced AI computing needs. Under the agreement, SoftBank will own the facility and supply essential equipment, while Foxconn will continue managing day-to-day operations. It’s also worth noting that Foxconn’s AI ambitions extend beyond hardware. Last year, the company launched its first large language model, 'FoxBrain,' designed specifically for manufacturing to optimize production workflows, enhance efficiency, and support smart factory operations.