服务器业务首超iPhone！富士康Q2利润飙升27%超预期 AI营收看涨逾170%

Core Viewpoint - Foxconn, the world's largest electronics contract manufacturer, reported a 27% year-on-year profit increase in Q2, driven by strong demand for AI servers, exceeding market expectations [1] Financial Performance - In the period from April to June, the company achieved a net profit of NT$44.4 billion (approximately $1.48 billion), surpassing analyst expectations of NT$38.8 billion [1] - Revenue for the same quarter grew by 16% year-on-year to NT$1.79 trillion (about $59.73 billion), marking a historical high [1] - The company anticipates significant revenue growth in Q3, with AI server business revenue expected to surge over 170% year-on-year [1] Business Segments - Foxconn's cloud and networking business, including AI servers, has now outperformed its smartphone and consumer electronics segments in revenue [1] - The company has adjusted its expectations for the smart consumer electronics business, predicting a decline rather than flat performance for the year [2] Strategic Developments - Foxconn is expanding its AI infrastructure through a strategic partnership with TECO Electric & Machinery to build data centers [2] - The company is also actively pursuing opportunities in the electric vehicle sector, although progress has faced challenges, including the recent sale of the Lordstown automotive plant for $375 million [2] Market Position and Risks - Foxconn's primary production base remains in mainland China, which may be affected by global trade uncertainties, despite a recent 90-day extension of the tariff truce between the U.S. and China [1] - The company has issued a warning regarding exchange rate fluctuations, estimating that a NT$1 appreciation against the U.S. dollar could reduce revenue by approximately 3% [2] Stock Performance - Year-to-date, Foxconn's stock price has increased by 8.4%, outperforming the Taiwan Weighted Index's 5.2% rise [2]