Foxconn’s revenue from AI servers is on track to surpass its iPhone business within the next two years, driven by surging demand for high-performance computing, according to Chairman Young Liu. Media outlets with the report.
The company, already the world’s largest supplier of AI servers, stands to be a major beneficiary of the accelerating shift toward artificial intelligence infrastructure.
This transformation underscores a broader shift in the tech industry, as investment moves away from consumer devices like smartphones and PCs toward business-oriented technology such as AI servers. Unlike consumer electronics, which operate under tight cost constraints, enterprise customers—particularly major cloud computing firms—prioritize performance over price. Their willingness to pay a premium for cutting-edge hardware is fueling innovation across the semiconductor industry, including advancements in silicon photonics.
Foxconn’s growing dominance in AI server manufacturing positions it at the centre of this industry shift, reinforcing its role as a key player in the next wave of technology development. As AI adoption expands, the company’s pivot toward high-end infrastructure could mark a fundamental realignment in global tech supply chains.
