Foxconn 結果共201筆

Foxconn pivoted the spotlight from AI server racks to wheels at this week’s 360°MOBILITY show in Taipei, signaling it will now apply to the auto industry the same platform strategy that made it the world’s leading manufacturer of PCs, smartphones and AI servers.

臻鼎科技（Zhen Ding Technology）已連續八年蟬聯全球營收最大的印刷電路板（PCB）製造商。這家2006年從鴻海（Foxconn）分拆獨立的公司，如今正從行動電子領域轉向AI基礎建設的核心，規劃於2026至2027年間投入逾新台幣1,000億元（約31.6億美元）資本支出，並有十座新廠同步興建中。

Zhen Ding Technology has been the world’s largest printed circuit board manufacturer by revenue for eight consecutive years. Originally spun out of Foxconn in 2006, the company is now pivoting from mobile electronics into the heart of AI infrastructure, with over NT$100 billion (US$3.16 billion) in capex planned across 2026–2027 and ten new factories under construction.

Quanta Computer (2382.TW) built its reputation as the world’s largest notebook contract manufacturer. That identity is changing fast. AI server revenue has grown so quickly that notebooks now account for less than 20% of total sales. Through its cloud subsidiary QCT (Quanta Cloud Technology), Quanta has become one of the two largest AI server builders in the world alongside Foxconn, assembling rack systems for the hyperscale data centers powering the global AI buildout.

Taiwan’s AI server makers just delivered a first quarter that would have seemed impossible two years ago. The five leading ODMs generated more than NT$2 trillion (roughly US$63 billion) in revenue, driven by Nvidia’s GB300 rack platform and a surging wave of custom ASIC servers from the major US hyperscalers. The question heading into Q2 is no longer whether demand is real. It is whether Taiwan can ramp up production fast enough to meet it.

Foxconn enters the second quarter of 2026 riding its strongest growth in years, powered by explosive demand for AI servers. Yet the company still faces meaningful challenges in its traditional consumer electronics business, which continues to represent a substantial portion of its revenue. Its Q1 results make it clear that AI infrastructure has become the company’s primary growth engine. Whether that engine can fully offset softening demand elsewhere will shape the quarters ahead.

Taiwan’s AI server makers delivered extraordinary first-quarter 2026 results, drive by Nvidia GB300 server shipments to hyperscale cloud customers including Amazon, Google, Meta, Microsoft, and Oracle. The numbers confirm that AI server assembly has become the single strongest growth engine in Taiwan’s technology sector.

2026年1月，鴻海與Mitsubishi Fuso共同宣告，將會共組合資公司，運用鴻海的電動車技術，搭配Mitsubishi Fuso的生產技術，攜手進攻ZEV零排放電動巴士市場。近日，日媒曝光鴻海與Mitsubishi Fuso的戰略佈局，透露合資公司將於2026年下半年成立，隨後進軍日本市場銷售，並在2027年前後攜手開發新款電動巴士。接著規劃在2030年前後走出日本市場，進攻東南亞與澳洲電動巴士市場。

Foxconn showcased its urban solutions at the 2026 Smart City Summit & Expo in Taipei. Highlights include the CityGPT system for governance and AI-driven healthcare innovations.

ASUS unveils ’Sovereign AI’ strategy at Taipei’s Smart City Summit, partnering with Foxconn to help cities control their own AI infrastructure and data.

Taiwan unveils world’s first AI City Pavilion with 60 urban governance solutions at Smart City Expo, drawing 174 cities and 3,000 business leaders.

Taiwan’s stock market fell sharply on March 9, with the index dropping 1,489.12 points amid global tensions. TSMC, MediaTek, and Foxconn shares also declined.

U.S. and Israel’s Operation Epic Fury against Iran has spiked oil prices, impacting global markets. Taiwan’s stock market fell, with TSMC and Foxconn declining.

The Taiwan Stock Exchange rebounded by 844.06 points on March 5, closing at 33,672.94, after a slump due to Middle East tensions. Major stocks like TSMC and MediaTek saw gains.

Few companies in Taiwan’s technology ecosystem have reinvented themselves as thoroughly as Zhen Ding Technology. Originally established in 2006 as Foxconn Advanced Technology, a subsidiary making flexible circuits for consumer electronics, the company rebranded in 2011 and grew into the world’s largest PCB manufacturer by revenue, a title it has held for eight consecutive years. Today, with full-year 2025 revenue of NT$182.5 billion (US$5.8 billion) and over NT$50 billion committed to new factories, Zhen Ding is placing its biggest bet yet: that the AI infrastructure boom will transform its business as profoundly as the smartphone revolution did a generation ago.

Nvidia’s fiscal fourth-quarter results, reported on February 25, did more than silence doubters of the AI spending boom. They reaffirmed Taiwan’s position as the indispensable backbone of the global artificial intelligence supply chain. With record revenue of US$68.1 billion, up 73% year over year, and a fiscal first-quarter 2027 outlook of US$78 billion that sailed past Wall Street expectations, Nvidia delivered the kind of numbers that ripple outward through the island’s dense ecosystem of chip foundries, server manufacturers, and component makers. Nvidia’s data center segment produced US$62.3 billion in quarterly revenue, accounting for roughly 91% of total sales and growing 75% year over year. Gross margins held near 75%, underscoring that the company is scaling without sacrificing profitability. CEO Jensen Huang framed the moment as an ＂agentic AI inflection point,＂ pointing to enterprise adoption of AI agents and multi-quarter infrastructure buildouts by cloud providers and hyperscalers.

Taiwan’s stock market fell 1.51% on Feb. 5, closing at 31,801.27 points. Electronics and semiconductors weakened, while financial and tourism stocks rose.

Taipei stock market rose 94.45 points to 32,289.81 on Feb. 4, despite early losses. TSMC fell, while Foxconn and MediaTek gained. High-priced stocks showed strong momentum.

The Taiwan Stock Exchange surged 571.33 points on Feb. 3, closing at 32,195.36, with TSMC and MediaTek leading gains. Memory stocks struggled, impacting the sector.

Taiwan’s stock market fell sharply on Feb. 2, closing 439.72 points lower. Major stocks like TSMC and MediaTek dropped amid external market influences.

NVIDIA CEO Jensen Huang left Taipei after celebrating the Chinese New Year and praising Taiwan’s supply chain. He engaged with fans, signing autographs and sharing humor.

Nvidia CEO Jensen Huang hosts Taiwan’s top tech executives at ’Trillion-Dollar Banquet,’ announcing AI chips have reached commercial profitability.

Nvidia CEO Jensen Huang confirms MediaTek chip partnership and hints at second Taiwan headquarters at annual banquet in Taipei, swapping leather jacket for floral shirt.

NVIDIA CEO Jensen Huang visits the new Nangang office, expressing gratitude to staff and discussing future plans, including a potential second HQ in Shilin.

The Taipei stock market fell 472.52 points on Jan. 30, closing at 32,063.75. Textile stocks led declines, while memory stocks saw gains. TSMC and Foxconn dropped.