Foxconn Q3 Revenue Jumps 47 Percent to Record $95 Billion on AI Server Demand
Foxconn reported record third-quarter revenue of NT$3.03 trillion, roughly $95.4 billion, for the July-September 2026 period, a 47 percent increase year-over-year. The surge was driven by strong demand for AI servers, racks, and liquid cooling systems. September 2026 was the first month in company history where Foxconn surpassed NT$1 trillion in a single month.
Foxconn reported record third-quarter revenue of NT$3.03 trillion, roughly $95.4 billion, for the July-September 2026 period, a 47 percent increase year-over-year that exceeded analyst expectations of NT$2.83 trillion.
September 2026 was a milestone month for the company. Foxconn recorded monthly revenue of NT$1.16 trillion, the first time it has surpassed the NT$1 trillion threshold in a single month.
The revenue surge is largely tied to the global buildout of AI computing infrastructure. Foxconn serves as the largest manufacturer for Nvidia and has become a critical node in the AI supply chain, converting orders for computing capacity into physical data-center hardware including AI servers, racks, and liquid cooling systems.
The company's cloud and networking segment has become its primary growth engine, accounting for more than 50 percent of total revenue as of the second quarter of 2026. That trend continued into the third quarter.
A seasonal rebound in consumer electronics, including the assembly of Apple's iPhone lineup, also contributed to the strong results.
Foxconn is expanding its global manufacturing footprint for AI-related infrastructure, with active projects in Texas, Wisconsin, Ohio, and California. Management expects the upward momentum to continue into the fourth quarter but has flagged potential headwinds from global political and economic volatility.
The company's full third-quarter financial report, including profit margins and capital expenditure details, is scheduled for release on November 12, 2026.
