Foxconn Q3 Revenue Jumps 47% on AI Demand

Foxconn reported third-quarter revenue of T$3.03 trillion ($95.39 billion) on October 5, 2026, up 47% year over year and above the LSEG SmartEstimate of T$2.83 trillion. September revenue reached a record T$1.16 trillion, up 38% year on year and the first month above T$1 trillion. The world’s largest contract electronics maker and Nvidia’s biggest server maker pointed to strong AI demand in its cloud and networking products division and significant growth in smart consumer electronics, including iPhones. In its statement, Foxconn said AI-related operations and the seasonal electronics peak should "support overall performance in line with current market expectations," while adding that "it remains necessary to monitor the impact of a volatile global political and economic environment." It gives no numerical forecasts and will report full third-quarter earnings on November 12. Shares closed up 1.2% Monday; they have risen 10% this year against a 72% gain in the Taiwan benchmark. Sourced accounts align on the figures; no factual dispute is recorded.