Foxconn's Cloud & Networking division has surpassed its Smart Consumer Electronics business for the first time, with revenue growth driven by AI server demand. During the second quarter of 2025, Cloud & Networking sales increased by 47% to NT$731.8 billion, compared to NT$634.5 billion from Smart Consumer Electronics. More than half of the cloud revenue stems from AI servers, which experienced over 60% growth. Foxconn anticipates a 170% year-over-year rise in AI server revenue for the third quarter, indicating a significant transformation in its business focus.
Foxconn's Cloud & Networking revenue has jumped 47%, driven primarily by AI server demand, overtaking its consumer electronics business for the first time.
The company expects AI server revenue to soar 170% year-over-year in the third quarter, spurred by increasing demand from hyperscale cloud providers.
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