Foxconn (Hon Hai) reported **July 2026 revenue of NT$946.5 billion**, the first time crossing the NT$900B mark and a new all-time monthly record. That is +54.2% year-over-year and +15.18% month-over-month. Cumulative revenue for the first seven months reached NT$5.5894 trillion, +37.89% YoY, also a record for the period.

As a core supplier to NVIDIA and Apple, Foxconn’s surge comes from two engines: AI server and rack orders (cloud/network segment) and a steady recovery in smart consumer electronics (smartphones). The AI side led growth, while seasonal consumer demand added momentum.

For Q3 2026, Foxconn expects both sequential and annual revenue growth, driven by peak ICT season and rising AI rack shipments. The company remains cautious on global political and economic uncertainty but maintains a positive near-term outlook.

ICgoodFind Take:
Foxconn just printed its best month ever – and it’s AI hardware that pulled the trigger. With AI racks ramping and iPhone builds in full swing, the supply chain is running hot. We see component demand across power, interconnect, and thermal solutions staying tight through year-end.