Foxconn: July sales rose 54.2% year-on-year to NT$946.5 billion, a fresh record high and the 1st time over NT$900 billion in a single month, on strong demand and pull-in orders for AI-related products & components. July was up 15.2% over June.
The prior record for a single month was October, 2025, NT$895.7B. AI rack shipments are expected to maintain this momentum in the 3rd quarter, with both quarter-on-quarter and year-on-year growth. Foxconn’s 2nd quarter investors' conference is set for Aug. 12. $NVIDIA(NVDA.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Microsoft(MSFT.US) $Meta Platforms(META.US) $Oracle(ORCL.US) $Alibaba(BABA.US) $Baidu(BIDU.US) $Tencent(TCEHY.US)Source: Dan Nystedt
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