Foxconn’s Q3 2025 Revenue Soars 11% to $67.8B as AI Server Demand Fuels Record Growth
- How Did Foxconn Achieve Record Q3 Revenue in 2025?
- Which Division Drove Foxconn's Growth?
- Why Are AI Servers Foxconn's New Cash Cow?
- What Geopolitical Risks Keep Foxconn Execs Up at Night?
- What's Next for Foxconn?
- Foxconn 2025 Q3 Revenue: Your Questions Answered
Taiwanese manufacturing titan Foxconn just posted its strongest third quarter ever, with revenue hitting NT$2.06 trillion ($67.8 billion) thanks to the AI infrastructure Gold rush. While iPhone sales dipped slightly, the company's cloud and networking division—which builds servers for Nvidia—became the unexpected hero, driving 16.1% dollar-denominated growth. Here's why analysts are calling this a watershed moment for the global tech supply chain.
How Did Foxconn Achieve Record Q3 Revenue in 2025?
Hon Hai Precision Industry (better known as Foxconn) reported an 11% year-on-year revenue jump to NT$2.06 trillion for Q3 2025, narrowly missing the NT$2.134 trillion LSEG SmartEstimate but still outperforming expectations. In dollar terms, the growth was even more impressive at 16.1%, reaching $67.8 billion. The secret sauce? A perfect storm of AI server demand and strategic currency advantages—the Taiwan dollar appreciated 8% against the USD this year, giving their financials an extra boost.
Which Division Drove Foxconn's Growth?
The cloud and networking products unit stole the show with what Foxconn called "unprecedented" order volumes for AI servers. Meanwhile, their bread-and-butter smartphone business (think iPhone assembly) saw a slight decline—not because people stopped buying phones, but due to exchange rate headaches and market saturation. September alone brought in NT$837.1 billion, marking Foxconn's highest-grossing single month ever. As one BTCC market analyst quipped, "They're no longer just an iPhone factory—they've become the backbone of the AI revolution."
Why Are AI Servers Foxconn's New Cash Cow?
With Nvidia's GPUs powering everything from ChatGPT to drug discovery, someone's gotta build the hardware to house these power-hungry chips. Enter Foxconn—their Wisconsin and Texas facilities are now churning out AI servers faster than college students chug energy drinks during finals week. The company's involvement in OpenAI's $400 billion "Stargate" data center project with Oracle and SoftBank suggests this is just the beginning. TradingView charts show Foxconn's stock has gained 23% YTD, outpacing Taiwan's benchmark index.
What Geopolitical Risks Keep Foxconn Execs Up at Night?
Trade tensions between the US and China remain the elephant in the room. Remember when former President TRUMP threatened 100% tariffs on semiconductor imports? That prompted Foxconn to accelerate its manufacturing exodus from China. They're now hedging bets with expanded US operations while navigating what one insider called "the most volatile currency markets since the 2008 financial crisis." This article does not constitute investment advice, but let's just say Foxconn's risk management team earns every penny of their salaries.
What's Next for Foxconn?
All signs point to a blockbuster Q4. Between seasonal holiday demand for consumer electronics and the insatiable AI infrastructure boom, Foxconn expects sequential growth to continue. Their November 12 earnings call will reveal whether they've managed to turn these record revenues into equally impressive profits. One thing's certain—the company that once lived in Apple's shadow is now writing its own origin story as an AI hardware powerhouse.
Foxconn 2025 Q3 Revenue: Your Questions Answered
How much did Foxconn's revenue grow in Q3 2025?
Foxconn reported 11% year-on-year revenue growth to NT$2.06 trillion ($67.8 billion) for Q3 2025, with dollar-denominated growth reaching 16.1%.
What caused Foxconn's revenue increase?
The surge was primarily driven by demand for AI servers, with their cloud/networking division outperforming other segments. Smartphone revenue declined slightly due to market saturation and unfavorable exchange rates.
How is Foxconn adapting to US-China trade tensions?
The company is diversifying production outside China, expanding US facilities in Wisconsin and Texas while monitoring geopolitical risks and currency fluctuations.
