Hon Hai Precision Industry Co. Posted a 25% upward push in revenue during the primary two months of 2025, quickening from ultimate 12 months in a mirrored image of increasing demand for AI computing.
The important provider of Nvidia Corp. AI servers and Apple Inc. IPhones, additionally called Foxconn, pronounced sales of NT$1.1 trillion ($33.Five billion) for January and February. That’s an acceleration from the eleven% boom tempo it clocked in 2024. Analysts on common undertaking a sales growth of 22% to NT$1.6 trillion for the primary sector.
The quickening follows Nvidia’s disclosure remaining week of $eleven billion in quarterly revenue from its most superior Blackwell chip, which it called “the quickest product ramp” in the company’s history. Those consequences helped ease concerns approximately delays in Blackwell-based totally AI servers.
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Hon Hai, which ships electronics to the relaxation of the sector from giant manufacturing bases in China, is grappling with uncertainty surrounding Trump-management tariffs and the sustainability of the AI increase. While big tech firms from Microsoft Corp. To Amazon.Com Inc. Have pledged to maintain spending to keep tempo with a innovative era, Chinese startup DeepSeek’s upward push has spurred doubts about whether or not all that infrastructure expenditure is justified.
The quickening follows Nvidia’s disclosure final week of $eleven billion in quarterly revenue from its maximum superior Blackwell chip, which it called “the quickest product ramp” inside the employer’s records. Those consequences helped ease concerns about delays in Blackwell-based totally AI servers.
As Nvidia’s most critical server maker, Hon Hai’s overall performance is a bellwether for the AI infrastructure construct-out. Hon Hai expects robust 12 months-on-12 months growth for the primary region, it said in its monthly sales statement.
Hon Hai has been expanding its investments inside the US to make extra AI servers there. Last week Apple stated it will companion with Foxconn to begin producing servers that electricity Apple Intelligence in Houston later this year.
