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Foxconn Chairman Liu Young-way expects the company's global AI server market share to reach 50% in the coming years. He also said that AI server capacity for the next 18 months has been fully booked, and the company plans to raise its market share from the current roughly 40% to about 45% next year. In the second quarter of this year, the cloud and networking products division, which includes AI servers, already accounted for 51% of Foxconn's revenue, surpassing 50% for the first time. Liu Young-way also stressed prudent investment management, saying that overinvestment would kill the company, and that annual AI investment could exceed the originally planned US$3 billion to US$5 billion.
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Foxconn Chairman Young Liu expects AI server market share to reach 50%
Source:Phoenix Technology
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Nov 2
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Foxconn's AI server capacity for the next 18 months is fully booked
Foxconn Chairman Young Liu said in an interview with CNBC that the company's AI server capacity for at least the next year and a half has been fully booked. It plans to raise its global AI server market share from about 40% currently to around 45% next year, and to reach 50% within the next few years. In the second quarter of this year, the cloud and networking products division, which includes AI servers, already accounted for 51% of Foxconn's revenue, surpassing 50% for the first time. Liu also disclosed that he has met with OpenAI CEO Sam Altman to discuss cooperation, and said Foxconn is accelerating its U.S. manufacturing footprint, but stressed that it will strictly control spending to avoid overinvestment.
Nov 1
Phoenix Technology
Hon Hai says AI server capacity for the next 18 months is fully booked, targets about 45% market share next year
Hon Hai Chairman Young Liu said demand for AI infrastructure has shown no clear slowdown, AI server capacity for the next 18 months is fully booked, and the company plans to raise its global AI server market share from about 40% currently to about 45% next year and to 50% in the coming years. Second-quarter data disclosed by Hon Hai in August this year showed that the cloud and networking products division, which includes AI servers, already accounted for 51% of revenue, surpassing 50% for the first time. Young Liu also stressed prudent investment management, saying that overinvesting would kill the company, and that depending on the degree of vertical integration, annual AI investment could exceed the originally planned US$3 billion to US$5 billion.
Oct 30
Phoenix Tech
Foxconn Chairman Young Liu says the company aims to capture 50% of the AI server market, and capacity is fully booked
In an interview with CNBC, Foxconn Chairman Young Liu said the company's global AI server market share is currently about 40%, is expected to rise to around 45% next year, and targets 50% in the coming years. He said Foxconn's capacity for at least the next year and a half is fully booked, with AI demand coming mainly from AI model developers and cloud service providers, while governments and enterprises have not yet fully adopted it. Foxconn also plans to expand its manufacturing footprint in the United States, initially focusing on higher-margin products such as AI server racks and data center equipment.
CNBC Technology
Foxconn Chairman Young Liu Says Global AI Server Share Could Reach 50% Within Two Years
Foxconn (Hon Hai) Chairman Young Liu said in an interview with CNBC that the company currently holds about 40% of the global AI server market, may rise to about 45% next year, and is expected to reach 50% within two years. He expects AI infrastructure to account for 60% to 65% of the company's revenue in the next three to five years (excluding edge AI devices), that capacity has been fully booked for at least a year and a half, and that the company plans to expand upstream in the U.S. supply chain, prioritizing AI server racks and data center equipment. He also said the company's annual AI-related spending could exceed the originally planned $3 billion to $5 billion, and stressed that over-investment would drag the company down.
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