FII(SH:601138) Jing Ji Ri Bao·2025-07-07 23:30Core Viewpoint - FII, a subsidiary of Hon Hai Group, anticipates a significant increase in net profit for the second quarter and the first half of 2025, driven by strong demand for AI servers and a surge in shipments [1][2] Group 1: Financial Performance - FII projects a net profit of RMB 119.58 billion to RMB 121.58 billion (approximately NT$ 487.64 billion to NT$ 495.80 billion) for the first half of 2025, representing a year-on-year increase of 36.84% to 39.12% [1] - The estimated net profit for the second quarter is expected to reach RMB 67.27 billion to RMB 69.27 billion (approximately NT$ 274.32 billion to NT$ 282.48 billion), marking a year-on-year growth of 47.72% to 52.11% [1] Group 2: Business Drivers - The substantial growth in performance is primarily attributed to the explosion of AI-related business, with cloud computing revenue increasing by over 50% year-on-year in the second quarter [2] - AI server revenue has surged by over 60% year-on-year, while revenue from cloud service provider (CSP) servers has more than doubled [2] - FII maintains a leading market share in core products among major clients, with significant growth in shipments of advanced AI computing GPU modules and GPU computing boards [2] Group 3: Strategic Focus - The company is focusing on the integration of smart manufacturing and AI, increasing investment in core product R&D to drive steady growth in its communications and mobile network equipment business [2]