Nvidia partner Foxconn posts record Q4 revenue
The news: A major partner of Nvidia, Foxconn, reported a 22% surge in fourth-quarter revenues on Monday, as tech firms beefed up spending on AI infrastructure.
The numbers: Foxconn, also known as Hon Hai, reported revenues of TW$2.6028 trillion ($120 billion) up 26.51% quarter-on-quarter and 22.07% year-on-year.
Foxconn’s cumulative revenue in 2025 reached TW$8.1 trillion ($384.8 billion), up 18.07% year-on-year, marking the highest annual record for the company.
The figures topped analyst expectations of TW$2.4 trillion, according to LSEG estimates.
The context: The world’s largest contract electronics manufacturer, which makes servers that hold chips in data centres, said that its component and cloud businesses demonstrated strong growth during the quarter.
Foxconn, which also assembles Apple’s iPhone devices, said in a statement: “Revenue in the fourth quarter of 2025 achieved strong growth both QoQ and YoY, exceeding our expectation of significant growth, causing a high base for the first quarter.”
In November the company inked a deal with OpenAI to collaborate on designs for next-generation AI infrastructure hardware.