Foxconn September Revenue Up 38.4% on AI Server Demand
10/05/2026 — 10/05, 16:12·1 sources·1 reports·In the 2026-10-05 briefing
Story overview
On October 5, Hon Hai Precision Industry Co. reported its September and third-quarter revenue. September revenue reached NT$1.16 trillion, up 38.4% year over year. Third-quarter revenue was about NT$3.027 trillion, or roughly US$95.5 billion, up 47% year over year and above the average analyst estimate of NT$2.83 trillion. Revenue for the first nine months totaled NT$7.67 trillion, up 39.5%. The company said it expects AI-related business to keep growing in the fourth quarter.
Hon Hai is a server assembly partner for Nvidia, and its results are being watched as a gauge of AI infrastructure demand. The report said the strong revenue figures echoed Micron Technology's optimistic forecast the previous week, reinforcing that the AI investment wave has not faded. Hon Hai shares have gained about 10% year to date. According to Bloomberg Intelligence, supported by AI infrastructure demand, Hon Hai could sustain revenue and earnings growth of 25% to 35% over the next several years.
With investors increasingly concerned about overcapacity, rising debt, and regulatory risks in the AI industry, Hon Hai's revenue performance is also seen as an important reference for gauging the health of the AI sector. For now, the latest development is the company's expectation that AI-related business will continue growing in the fourth quarter, alongside the market's comparison with Micron Technology's recent outlook.
AI-generated from 1 reports · updated 1 hour ago
Latest turnFoxconn reported September revenue of NT$1.16 trillion, up 38.4% year over year, with third-quarter revenue of about NT$3.027 trillion (roughly $95.5 billion), up 47% and above analyst expectations. The company said it expects AI-related business to keep growing in the fourth quarter, and its results are widely read as a gauge of AI infrastructure demand.
Reports on this story headlines open the original
Foxconn reported September revenue of NT$1.16 trillion, up 38.4% year over year, with third-quarter revenue of about NT$3.027 trillion (roughly $95.5 billion), up 47% and above analyst expectations. The company said it expects AI-related business to keep growing in the fourth quarter, and its results are widely read as a gauge of AI infrastructure demand.
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