Foxconn Revenue Surges on AI Demand

Foxconn revenue reached record levels in September and the third quarter, the company disclosed on Oct. 5, 2026, driven by cloud and networking demand tied to artificial intelligence and renewing investor attention on Nvidia.

Record Monthly and Quarterly Sales

Foxconn reported unaudited consolidated revenue of about $36.5 billion for September, up 38.4% year over year and 25.7% from August. This marked the first month with revenue above NT$1 trillion, surpassing the previous monthly record of NT$946.5 billion.

Third-quarter revenue totaled approximately $95.4 billion, rising 47.1% from the year-ago quarter and 20.4% from the prior quarter. The figure exceeded the LSEG SmartEstimate of roughly $89.1 billion, a consensus measure that weights analysts with stronger forecasting accuracy. The company issued this as an unaudited monthly-sales disclosure; full third-quarter earnings are scheduled for Nov. 12, 2026.

AI Infrastructure Demand Drives Growth

Foxconn attributed the revenue surge mainly to its cloud and networking products division, citing AI-related demand and broader AI infrastructure spending as key drivers. Consumer-electronics sales also increased in September, supported by a new product launch.

Reports described Foxconn as a leading server maker for Nvidia-based systems, highlighting its role in the AI-server supply chain and reinforcing Nvidia momentum. However, the available materials do not specify how much of Foxconn’s sales are linked to any single customer or quantify Nvidia-related demand. Foxconn does not provide numerical financial forecasts, but operating commentary indicated AI-related operations are expected to continue growing in the fourth quarter alongside the traditional second-half information-and-communications-technology season.