鸿海下修今年业绩展望 董座刘扬伟看好AI服务器出货逐季走扬

Core Viewpoint - Hon Hai's (Foxconn) 2025 performance outlook has been revised from strong growth to significant growth due to geopolitical and exchange rate impacts [1] Group 1: Financial Outlook - The company has adjusted its revenue outlook for this year to significant growth, while the USD revenue outlook remains unchanged [1] - If the average exchange rate of the New Taiwan Dollar appreciates by 1 TWD, revenue will decrease by approximately 3%, and gross margin will decline by 0.1 percentage points [1] Group 2: AI Server Business - AI server shipments are expected to improve quarter by quarter, with a projected revenue growth of over 50% this year, potentially exceeding TWD 1 trillion [2] - The company has a strong order book for AI servers, with production and testing being the main bottlenecks rather than demand [2] - The GB200 model has started large-scale shipments, and the experience gained will help shorten the mass production time for the upcoming GB300 model [2] Group 3: Strategic Partnerships and Projects - The company has established solid partnerships in the AI server supply chain, collaborating with upstream chip manufacturers and downstream customers [2] - In the Middle East, the company has been involved in various projects, including electric vehicle ventures and ICT collaborations, indicating a strong presence in the region [2] - The company is developing ASIC servers in collaboration with several industry players, targeting cloud service providers (CSPs) for assembly [3]