Foxconn's upcoming financial report shows that its fourth-quarter net profit is expected to increase by 2.35% year-on-year to NT$54.4 billion (approximately US$1.65 billion). This growth is mainly due to the strong demand for artificial intelligence servers in the market, which has driven the company's overall performance to improve. According to a comprehensive forecast by 15 analysts, Foxconn's net profit performance in October-December was better than NT$53.15 billion in the same period last year, showing the company's significant results in technological innovation and market expansion.
In January this year, Foxconn announced a record high in the fourth quarter revenue, a year-on-year increase of 15.2%. The company is confident in future development and expects first-quarter results to surpass the average of the past five years and achieve significant year-on-year growth. However, the escalation of global trade tensions cast a shadow on the company's outlook. Foxconn's main manufacturing bases in China and Mexico have been affected by U.S. trade policies, especially the increase in import tariffs, which has brought considerable challenges to the company's operations.
It is worth mentioning that Apple recently announced a partnership with Foxconn to build a 250,000-square-foot facility in Houston for assembling servers in data centers. This cooperation not only further consolidates the strategic partnership between Foxconn and Apple, but also highlights the market's ongoing demand for artificial intelligence technology and related devices. Foxconn's layout in the field of AI servers provides new impetus for its future growth.
Foxconn will hold an earnings call this Friday at 3 p.m. GMT (0700 GMT), which will update the company's future performance outlook. It is worth noting that Foxconn's stock price has fallen 8.7% this year, a phenomenon mainly affected by U.S. tariff policies and uncertainty in the global trade environment. Investors are cautious about the company's ability to cope in complex market environments.
Overall, Foxconn's strong performance in the AI server field has provided important support for its performance growth, but the complexity of the global trade situation and policy changes in the US market are still the main challenges for the company's future development. How to find a balance between technological innovation and market risks will be the next topic that Foxconn needs to focus on.