Era la “fabbrica degli iPhone”, ora fa più soldi con i server per l'IA. Come sta cambiando Foxconn

Foxconn: AI servers now pass half of revenue

Foxconn's AI server segment exceeded 50% of revenue (NT$2.53tr +41% YoY), marking structural shift from consumer electronics to infrastructure-led growth. Gross margin at 6.12% and hyperscaler diversification threaten profitability; success depends on maintaining scale against new assemblers amid TSMC CoWoS constraints.