AI服务器需求强劲，鸿海8月销售同比增长10.6%

Core Viewpoint - Hon Hai Precision Industry Co., as a major server production partner of Nvidia, is benefiting from the ongoing strong demand for artificial intelligence (AI), which is boosting its sales performance and highlighting the company's increasing reliance on AI business to offset the volatility of traditional consumer electronics [1][3]. Financial Performance - In August, Hon Hai reported total revenue of NT$606.5 billion (approximately US$19.8 billion), a year-on-year increase of 10.6%, marking the highest revenue for the same period in history, with a slight month-on-month decrease of 1.20% [1]. - Cumulative revenue for the first eight months of 2025 reached NT$465.99 billion, reflecting a year-on-year growth of 16.65%, indicating robust market demand for AI infrastructure [1][2]. Product Category Insights - The "cloud network product category," which includes AI servers, has shown strong shipment growth, significantly driven by the average threefold increase in AI server shipments, leading to robust year-on-year and month-on-month growth [4]. - The "components and others" product category also performed well due to strong demand for key business components, achieving notable year-on-year growth, while the "computer terminal" category experienced slight decline due to demand fluctuations and exchange rate impacts [4]. Future Outlook - Hon Hai anticipates that its server sales will more than double in the current quarter, while its consumer electronics business is expected to shrink [4]. - The company has adjusted its annual revenue guidance in May due to geopolitical risks and highlighted the potential negative impact of U.S. tariffs as a major consideration [4].