Foxconn anticipates AI-led expansion in 2026 and hints at OpenAI news.

Written by Emily J. Thompson, Senior Investment Analyst

Source: SeekingAlpha

Updated: Nov 12 2025

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Source: SeekingAlpha

Strong Financial Performance: Foxconn reported an 11% year-over-year revenue increase to NT$2.059 trillion and a 17% rise in net profit to NT$57.67 billion, exceeding market expectations.
AI Market Optimism: Chairman Young Liu expressed optimism about the AI market's growth in 2026, highlighting significant demand for AI servers, which saw a 300% increase in shipments in Q3.
Upcoming OpenAI Announcement: Foxconn will announce details related to OpenAI at its annual technology conference, Hon Hai Tech Day, scheduled for November 21-22.
Future Growth Projections: The company anticipates continued growth in AI and smart consumer electronics, with a revised outlook for 2025 indicating flat growth for smart consumer electronics, and a strong focus on AI solutions moving forward.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.