富士康战略性放弃“造车”，转向“算力基建服务”

Core Viewpoint - Foxconn is shifting its focus from electric vehicle manufacturing to AI infrastructure, recognizing the challenges in the EV market and the growth potential in AI hardware and services [15][25][40]. Group 1: AI Infrastructure Investments - Foxconn's chairman Liu Yangwei announced a partnership with OpenAI to design and manufacture AI hardware in the U.S., emphasizing the need for new architectures in AI data centers [7][9]. - The company is building a $1.4 billion AI supercomputing center in Taiwan, expected to be operational by mid-2026, utilizing NVIDIA's latest GPU technology [9][15]. - Foxconn's AI business has surpassed its traditional consumer electronics revenue for two consecutive quarters, marking a significant shift in its growth engine [15][27]. Group 2: Challenges in the Electric Vehicle Market - Foxconn has faced difficulties in the EV sector, including unstable customer relationships and low industry profitability, leading to a reassessment of its strategy [16][19][21]. - The company initially aimed to capture 5% of the global EV market by 2025 but has struggled with production and commercialization [16][20]. - The competitive landscape in China's EV market is fragmented, with many players and ongoing price wars, complicating Foxconn's efforts to replicate its smartphone success [21][22][29]. Group 3: Strategic Shift and Future Outlook - Liu Yangwei believes the upcoming consolidation in the EV market will create opportunities for Foxconn to adopt a contract manufacturing model similar to the PC industry [23][29]. - The company is positioning itself as a key player in the AI infrastructure space, which aligns with its core competencies and offers a more stable growth path [34][40]. - Foxconn aims to become the "TSMC of the EV industry," focusing on efficient, standardized manufacturing and supply chain management rather than brand competition [39][40].