Taiwan-based Foxconn said fourth-quarter revenue rose 22.07 percent year on year to T$2.6028 trillion, equivalent to about $82.73 billion, driven by strong global demand for artificial intelligence (AI) infrastructure and related products.
On a US dollar basis, fourth-quarter revenue of Foxconn rose 26.4 percent, reflecting growth across key business segments. Foxconn said revenue grew significantly on both a quarter-on-quarter and year-on-year basis, outperforming its own expectations and creating a high base of comparison for the first quarter of 2026.
Summary of Foxconn Revenue Performance, January–December 2025
Foxconn delivered strong revenue growth in 2025, supported by robust demand for cloud, networking and AI-related products, despite some month-to-month volatility during the year.
Full-year performance
Total revenue for January to December 2025 reached NT$8.10 trillion, up 18.07 percent compared with NT$6.86 trillion in 2024.
The double-digit annual growth highlights Foxconn’s investment in high-growth segments such as AI servers and data center infrastructure.
January revenue stood at NT$538.7 billion, up 3.16 percent year on year, but down 17.74 percent month on month, reflecting a seasonal slowdown after a strong December 2024.
February and March posted sharp year-on-year growth of 56.43 percent and 23.37 percent respectively. April was particularly strong, with revenue of NT$641.4 billion, up 25.54 percent year on year and 16.16 percent month on month.
May, June and August saw sequential declines, with June down 12.26 percent month on month. However, year-on-year growth during this period remained positive, generally in the high single-digit to low double-digit range, indicating underlying demand strength.
September marked a major inflection point, with revenue surging to NT$837.1 billion, up 38.01 percent month on month and 14.19 percent year on year, driven by a sharp pickup in AI and cloud infrastructure orders.
October, November and December all delivered solid double-digit year-on-year growth. December revenue reached a record NT$862.9 billion, up 31.77 percent from the same month last year, underscoring strong year-end momentum.
Overall trend
The sharp acceleration in the second half of the year, particularly from September onward, reflects rising global investment in AI servers and networking equipment.
Primary growth drivers
The primary growth driver was the cloud and networking products division, where demand surged for AI servers and related infrastructure. Foxconn is Nvidia’s largest server manufacturing partner and a critical supplier to global data center operators ramping up investments to support generative AI workloads.
In contrast, Foxconn’s smart consumer electronics segment, which includes iPhone assembly for Apple, posted a slight revenue decline during the quarter. The company attributed this softness mainly to unfavorable foreign exchange movements rather than weaker underlying demand.
Foxconn is scheduled to report its full fourth-quarter earnings results in March.
BABURAJAN KIZHAKEDATH
