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Hon Hai achieved record high revenue in the first two months of 2025, significantly outpacing the same period last year, driven by strong AI demand.

On March 5th, Hon Hai announced its sales data for February:

• February 2025 revenue: NT$ 551.383 billion, a month-on-month increase of 2.36%, and a year-on-year increase of 56.43%, setting a record for the same period in history.
• Cumulative revenue for the first two months of 2025: NT$ 1,090.049 billion, a year-on-year increase of 24.63%, also the highest for the same period in history.

From the perspective of product categories, all four major business segments of the company achieved year-on-year growth in February. Among them, "consumer smart products" and "computer terminal products" benefited from the launch of new products and the low base effect of the Spring Festival holiday in the same period last year, showing strong monthly and annual growth. The annual growth of "cloud network products" was also particularly outstanding, mainly due to the explosive demand for AI cloud products.

In addition, the "components and other products" category also achieved significant annual growth, primarily due to the increase in shipments of key components related to the company's main business and the continued expansion of its automotive business.

As the most important server manufacturer for NVIDIA, Hon Hai's performance is seen as a barometer for AI infrastructure construction. Looking ahead to the first quarter of 2025, Hon Hai stated that current business visibility is in line with market expectations, and it anticipates that the overall performance in the first quarter will exceed the average level of the past five years, with strong growth compared to the same period last year