Strong demand for AI servers! Hon Hai's revenue in April reached a new high, with a year-on-year increase of 25.5%

Wallstreetcn
2025.05.05 08:16
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Hon Hai's revenue in April increased by 25.5% year-on-year to NT$641.37 billion, the highest for the same period in history. It grew by 16.16% month-on-month. Looking ahead to the second quarter, the company stated that cloud network products will maintain a growth trend, and revenue is expected to show both quarter-on-quarter and year-on-year growth, but it is still necessary to continuously monitor the impact of changes in the global situation

Benefiting from strong demand for AI servers, Hon Hai's revenue in April increased by 25.5% year-on-year to NT$641.37 billion, the highest for the same period in history. It grew by 16.16% month-on-month.

In the first four months of 2025, Hon Hai's revenue reached NT$2.2835 trillion, a year-on-year increase of 24.58%, also the highest for the same period in history.

Looking ahead to the second quarter, the company stated: Cloud network products will maintain a growth trend, but it is still a traditional off-season, with major products entering a transition period between old and new products. Based on current visibility, the operational outlook for the second quarter is expected to show both quarter-on-quarter and year-on-year growth, but continuous attention is needed on the impact of changes in the global political and economic situation.

Hon Hai's April Revenue Hits New High, Outlook for Continued Growth in Second Quarter

Year-on-year, Hon Hai's revenue in April increased by 25.5%. From the perspective of product categories, the "cloud network product category," "components and other product category," and "computer terminal product category" showed strong growth compared to the same period last year, while the "consumer smart product category" remained roughly flat. The company explained as follows:

(1) "Cloud network product category": Benefiting from strong demand for AI cloud products, this category showed strong year-on-year growth.

(2) "Components and other product category": Benefiting from increased shipments of key business-related components, this category showed strong year-on-year growth.

(3) "Computer terminal product category": Benefiting from significant demand, this category showed strong year-on-year growth.

(4) "Consumer smart product category": This category remained roughly flat year-on-year.

Month-on-month, Hon Hai's revenue in April increased by 16.16%. In the first four months of 2025, Hon Hai's revenue reached NT$2.2835 trillion, a year-on-year increase of 24.58%. The company stated that the "cloud network product category," "components and other product category," and "computer terminal product category" showed strong growth compared to the same period last year, while the "consumer smart product category" remained flat

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