Foxconn posted NT$844.28 billion (US$26.9 billion) in November 2025 revenue, down 5.74% month-over-month but up 25.53% year-over-year. Revenue for the first eleven months of 2025 climbed to NT$7.24 trillion, up 16.63% year-over-year and a record for the period.
Strong component demand offsets computer slowdown
Components and other products recorded a clear monthly increase due to stronger pull-in for core business-related parts, which also supported firm year-over-year growth. Computer end-product revenue was broadly flat month over month on steady pull-in but slipped slightly year-over-year amid softer shipment momentum.
AI rack growth drives cloud segment
Cloud and networking products gained from higher AI rack shipments, though varied transaction models and mixed results across other lines kept monthly performance roughly flat. Strong AI rack demand sustained a solid year-over-year rise. Consumer smart products fell slightly month over month due to a high holiday-driven base, while better pull-in than in 2024 was offset by currency effects, leaving year-over-year results broadly unchanged.
Eleven-month performance reflects AI and component strength
Across the first eleven months of 2025, cloud and networking products booked strong year-over-year growth on sustained AI cloud demand. Components and other products also expanded firmly on increased shipments of core business-related parts. Computer end-products stayed roughly flat year-over-year, while consumer smart products showed a stronger pull-in than in 2024 but were held to a stable year-over-year outcome by exchange-rate factors.
Foxconn said AI rack shipments are continuing to scale, and ICT products have moved into the seasonal second-half peak. Visibility for the fourth quarter of 2025 is stronger than a month earlier, with performance expected to track market expectations, though the company remains alert to global political and economic conditions and currency movements.
Article edited by Jerry Chen
