Foxconn’s Q3 Earnings Surge 17% to $66.2B as Nvidia Chip Demand Skyrockets

Foxconn just posted a monster Q3—profits leaped 17% to $66.2 billion, riding the wave of Nvidia's AI chip frenzy.

The AI Gold Rush Pays Off

While old-school manufacturers sweat over supply chains, Foxconn's betting big on the silicon arms race—and winning. Nvidia's insatiable demand for high-performance chips is padding their balance sheet like a Wall Street bonus.

Chips Over Ships

Forget iPhones—the real money's in feeding the AI beast. Foxconn's pivot to advanced chip packaging proves even contract manufacturers can outmaneuver legacy players... if they hitch their wagon to the right hype train.

Another quarter, another proof point that silicon moves faster than GDP. Maybe the 'real economy' should take notes—if it can keep up.

AI servers overtake iPhones as Foxconn’s new growth engine

Foxconn’s earnings report said the rest of 2025 (the traditional peak season) is expected to maintain strong momentum of demand from AI data centers and ICT products continuing to rise.

Foxconn also warned that exchange rate swings, global inflation, and geopolitical uncertainty still pose risks to future results, but so far, those pressures haven’t slowed its expansion.

Analyst Ivan Lam from Counterpoint Research allegedly told CNBC that Foxconn is “following the cash right now,” using its size and manufacturing dominance to secure more AI server contracts.

Ivan also said Foxconn’s decision to prioritize high-growth server production instead of lower-margin consumer devices “is clearly paying off,” as the company swaps short-term volume for long-term profitability.

The analyst added that despite higher logistics costs and volatile component prices, Foxconn’s fourth-quarter outlook “should remain favorable.”

Foxconn strengthen Nvidia ties, adds robots, and expands global AI factories

Foxconn’s CEO Young Liu confirmed on the earnings call that within the next six months, the company will introduce bipedal robots on its production lines, which is the first time in its five-decade history it will deploy humanoid machines and the first time robots will assemble AI servers for Nvidia.

The company is also working with Nvidia, Stellantis, and Uber to build “Level 4” autonomous vehicles, which can drive without a human safety driver. It’s another sign of how Foxconn’s reach now stretches far beyond iPhones.

On November 6, Foxconn signed a memorandum of understanding with Mitsubishi Electric to jointly deliver energy-efficient AI data center solutions worldwide. The deal includes exploring new business models that merge both companies’ technology and industry know-how.

Meanwhile, Nvidia and Foxconn also announced plans for a new AI-powered smart factory in Houston, calling it a “world-leading benchmark AI facility” that uses Nvidia’s Isaac GR00T N robotics tech. The system allows robots to operate autonomously on the factory floor — a glimpse of how future manufacturing will run almost entirely without humans.

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