Foxconn AI server shipments set to double in 2026. Taiwan's electronics giant reported record 2025 profits of $5.92 billion and consolidated sales of $253.54 billion, driven by surging AI demand. Chairman Young Liu projects AI server rack shipments will grow at high double-digit rates sequentially in Q1 2026, with full-year shipments potentially doubling from 2025. The company's U.S. production hub will roll out 2,000 AI server racks weekly. Foxconn currently controls approximately 40 percent of the global AI server market, with cloud and networking now representing 40 percent of total sales. Strong capital expenditure from major cloud providers continues supporting demand despite macroeconomic headwinds from tariffs and geopolitical tensions.
