FoxConn, Electronic Electronic Electronic Agreement in the World And the core supplier for Apples And NVIDIAHave updated the full-year full exercises for 2025, referring to Taiwan’s admiration And Uncertainty in the US Trade Policy. Despite the strong need for counterfeit servers, the company has adopted A cautious stand Due to the fluctuations of the exchange rate. This development emphasizes the important role of AI in the Risk of FoxConn’s Ride while emphasizes the risk around the world.
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Removal of Impact Affective Impact Affective Impact
FoxConn announced on 14 May, 2025, over that Call first incomeThat Taiwan’s upgrade of Taiwan against the United States dollar has stimulated The decline in its 2025 forecast from “strong growth” to “major growth”. The young President Liu explained that Taiwanese dollar is stronger Reduce the value of international incomeEarn mainly income in US dollars, when changed back to Taiwan currency. According to David’s financial officials, Every NT $ 1 increases in Taiwan dollar to US dollar on average.
Taiwan dollar has been appreciated about 8% compared to US dollars from 14 February to 14.42%, with both factors Relax on US trade tensions And Expecting on US-Taiwan Trade Negotiations. Notable increase has happened on 4-5 May, when Taiwan dollars jumping down 9% in two days, to the peak of $ 0.03427. Central Bank of Taiwan has intervene to stabilize currencyResults a slight solution to about $ 0.0328 by May.
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AI Server needs remains a bright spot
Despite caution predictions, foxConn reports Strong performance in its AI serverWhich is expected Primary growth driver in 2025. Company, key manufacturer of the AI server for NVIDIA, are expected to grow in the second year with the second digit. Liu noted that AI Servers are expected to cover more than 50% of the FoxConn’s total server in the entire 2025, fueled by Sustainable needs from Cloud Service Provider And other technological giants.
Foxnnn’s results first reflect this forces, with the net profit in the net $ 37.8.8 billion. Income for January Duration – March Year up 24.2% With the NT $ 1.324 trillion, ride by sale of ai Robust server. The company also enhances its production capabilities, including A New place in Mexico Meet NVIDIA GB200 “Superchips” And invest in the US, such as a Purchase land and facilities in US $ 128 million in California.
This focus on ranking ai infrastructure is the industrial inclination, as the world AI computer power requirements Continue to grow. Liu emphasized that 2025 will be the “year of Ai” for FoxConn, with a plan to provide with AI hardware but also ai Smart production, electric vehicles (EV), and lively platforms.
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US commercial policy adds uncertainty
The updated projection of the foxcond is also reflected Concerns about US commercial policy and tax rateWhich presented an important uncertainty into Global supply chain. The company operates Vast production sites in China and MexicoBoth, which is the goal of the US tariff under the administrative administrative Donald. A Temporary reduced agreement on temporary days Between Washington and Beijing, announced around April 2025, provides a short-term relief, but the lack of fox.
Liu has noted that the change of US change in February 2025, Mr. Liu said the preaching US, Mexico, India, and VietnamAllow it to improve production facility Reduce rate effects. However, he admits that Taxes can shrink market And world economic challenge.
Company’s strategy diversity, including investments in regional production center, intended Reduce reliance on a single market. For example, FoxConn is extending the US $ 500 billion program over four years, collaboration with TSMC in Houston.
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The financial performance and market reactions
Foxconn’s stock faced stress, Down 11.4% year -201% in 2025Compared with 5.4% drop in the vast summary. On May 14, stocks shutdown 3.2% prior to the income from the income, but declined to the next day, reflecting the concerns of an indentative investor. However, the strong quarter performance shows resilience, with a server’s gross growth and operations with external pressure operations.
FoxConn remain Positive about the performance of its second sectionIt is expected to grow significant both quarters in quarter and year in years, especially in Cloud and Networking Products. The company does not provide specific numbers of figures and driving strategies of AI to use current challenges.
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Various consequences for technology industry
Outlook the Carent Foxconn Outlook shows that the level of fluctuations between currency movements, trade and growth sectors. As an important player in the world technology provides, its performance acts as an apartment for electronic industry. Taiwan’s knowledge and potential tariffs can increase foxconn customers cost, such as Apple and Nvidia, affecting the limits.
Moreover, the Heavy Investment of FoxConn in Ai Servers Transitional effects Of Ai about production. Company’s ability Size production In response to the requirement of Cloud Service and Giants Tech giants will be important for growth. Its Diversity as an electric vehicleTo initiative such as Foxron’s Foxron Collaboration with MitsubishiDemonstrate its strategy to prevent the risk of producing traditional electricity supplies.
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Source: Yahoo! News, Restore, Toms hardware