Foxconn reported record October 2026 revenue of NT$1.305 trillion (about US$39.6 billion), extending a steep growth run as demand for AI infrastructure and consumer electronics supported sales. The monthly figure was up 45.73% from a year earlier and 12.66% from September.
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October sales set a new record
October was the second consecutive month in which Foxconn’s revenue exceeded NT$1 trillion. The company’s sales were NT$895.7 billion in October 2025, making this year’s result a sharp year-over-year increase.
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In US-dollar terms, a Taiwanese report put October’s year-over-year growth at approximately 39.7%, compared with 45.73% in Taiwan dollars.
15 For the first ten months of 2026, revenue reached NT$8.975 trillion—about NT$8.98 trillion—up 40.4% from the same period a year earlier and a record for that period.
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Consumer products rose, while cloud and networking dipped month to month
Foxconn’s reported segment movements were not uniform. Compared with September, smart consumer products grew strongly, while computer terminal products and components and other products rose significantly. The company attributed consumer-product growth to shipment momentum and higher selling prices, and cited new-product demand for growth in computer terminals and components.
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Cloud and networking products—which include AI-server activity—declined slightly from September even as AI-related demand continued. Foxconn’s explanations included some customers shifting to a consignment purchasing model, tight material supply and the production ramp for new models.
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Separate coverage also pointed to continued demand for Nvidia AI servers as a driver of Foxconn’s results.
1 The available reporting supports these month-to-month segment explanations, but does not establish a ranking of all four segments by year-over-year growth.
Why the result matters to AI investors
Foxconn’s sales provide a view of orders flowing through the AI hardware supply chain, including demand for servers used in AI infrastructure. That makes the company’s results a useful signal of purchasing activity, but not a verdict on whether AI infrastructure investments will ultimately earn adequate returns. Investors have continued to question those returns even as companies in the supply chain report strong AI demand.
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October’s revenue report is a sales measure, not a full account of profitability or investment returns. It should be read alongside later financial results and other evidence about the economics of AI infrastructure.
Foxconn’s fourth-quarter outlook
Foxconn said continued AI growth and the traditional second-half peak season for information and communications technology products should support fourth-quarter performance in line with market expectations. It also cautioned that changing global political and economic conditions could affect the outlook.
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A separate report cited analysts’ average expectation for roughly 30% sales growth over the three months ending in December. That figure is an analyst expectation, not guidance issued by Foxconn. Foxconn’s scheduled third-quarter results and investor briefing were reported for November 12.
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