AI服务器出货放量推动，鸿海10月销售创公司成立以来单月最高纪录

Core Insights - The AI boom continues to drive growth for Hon Hai, with October revenue reaching record highs, marking the highest monthly revenue since the company's inception [1][2] Financial Performance - October revenue reached NT$895.7 billion, surpassing September's NT$837 billion and significantly exceeding last year's NT$804.8 billion, reflecting a month-on-month increase of 7.01% and a year-on-year increase of 11.29% (15.4% in USD terms) [2][3] - Cumulative revenue for the first ten months reached NT$6.39 trillion, representing a year-on-year increase of 15.55% (17.9% in USD terms), also a historical high for the same period [2][4] AI Business Growth - The cloud network product category is the primary contributor to revenue growth, driven by strong demand for AI server cabinets, aligning with global tech giants' investments in AI infrastructure [4] - The components and other product categories also performed well, indicating a positive interaction between component and assembly businesses, although growth is heavily reliant on end product shipments [4] Traditional Business Challenges - The computer terminal product category showed strong month-on-month growth in October due to new products and holiday stocking, but annual performance remained flat, reflecting the overall weakness in the PC market [5] - The consumer electronics segment, primarily driven by iPhone assembly, remained flat month-on-month and showed slight year-on-year decline, attributed to currency exchange rate impacts [5]