Foxconn Q4 revenue jumps 22% YoY to $83B, beats $77B estimates as AI infrastructure spending ramps up

Source: [https://www.cnbc.com/2026/01/05/nvidia-partner-foxconn-revenue-surge-tops-expectations.html](https://www.cnbc.com/2026/01/05/nvidia-partner-foxconn-revenue-surge-tops-expectations.html)

>Foxconn, a major partner for Nvidia, has reported a 22% surge in revenues in the final quarter of 2025, as tech firms continue to ramp up spending on AI infrastructure.

>Also known as Hon Hai, Foxconn reported revenues of 2.6 trillion Taiwan dollars ($83 billion) in the quarter up to December, as its components and cloud businesses demonstrated strong growth, the company said.

>The figure tops analyst expectations of NT$2.4 trillion ($77 billion), according to LSEG estimates.

>Foxconn is the world’s largest contract electronics manufacturer and makes the servers that hold chips in data centers. It also assembles Apple’s iPhone.

>The company has emerged as a key player in AI as companies race to build out infrastructure for the technology. Its share price rose 25% across 2025, following a 76% uptick over the previous year.

>“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,” the company said in a statement.

>Foxconn signed a partnership with OpenAI in November to collaborate on designs for next-generation AI infrastructure hardware.

>In May, it was announced that the company would partner with Nvidia and the Taiwanese government to provide infrastructure to a major AI factory in Taiwan.

>also announced in July that it was taking a stake in data center construction company TECO Electric & Machinery Co.

>Foxconn said it expected earnings to be near the upper end of the past five-year range thanks to the continued rise in AI rack shipments, despite entering the “traditional off-season” for ICT products in the first quarter of the year.