Foxconn’s AI-server segment exceeds half of quarterly revenue

Foxconn reported a 35% rise in second-quarter profit to NT$59.97 billion. Cloud and networking products, including AI servers, generated 51% of revenue. The company expects preparation for Nvidia Vera Rubin rack mass production in the third quarter and shipments in the fourth, while warning that advanced CoWoS packaging capacity may constrain 2027 output.

Why it matters: AI infrastructure is now changing the revenue mix of the world’s largest contract electronics manufacturer. Impact: Supply plans should track rack integration, advanced packaging, power and cooling—not GPU allocation alone. Production dates are company forecasts.

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