AI服务器需求持续火热 鸿海精密8月营收同比增长10.6%

Group 1 - Foxconn's parent company, Hon Hai Precision, reported a robust monthly sales growth, indicating strong demand for AI infrastructure in the U.S. August revenue totaled NT$606.5 billion (approximately $19.8 billion), a year-on-year increase of 10.6% [1] - The company expects third-quarter sales to grow both sequentially and year-on-year, driven by a significant increase in cloud product shipments. Analysts predict an average sales growth of 16.4% for the quarter [1] - Hon Hai Precision remains heavily reliant on Apple, as it assembles various electronic products, including iPhones, for its U.S. clients. The company anticipates server sales to more than double this quarter, while its consumer electronics business is expected to decline [1] Group 2 - In response to U.S. trade policies, Hon Hai is expanding its production capacity in the U.S. to avoid tariffs. The company plans to add more AI server production facilities in Wisconsin and Texas, which are existing production base locations [2]