Foxconn's Apple Reliance Keeps Shrinking, With Revenue Share Now Below 29%
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Foxconn's disclosure that Apple-related revenue has fallen below 29% while cloud/network (including AI servers) has risen to 51% underscores a structural shift toward AI infrastructure demand, which the company frames as permanent. Separately, expectations that TSMC's CoWoS advanced packaging capacity will expand by over 50% next year reinforces tight AI supply-chain dynamics. The news may reshape near-term positioning across AI hardware and key suppliers.
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⚠️ AI سے تیار کردہ تجزیاتی سمجھ خبروں کے مواد پر مبنی ہے اور صرف معلوماتی مقاصد کے لیے فراہم کی گئی ہے۔ یہ سرمایہ کاری کا مشورہ نہیں ہے اور نہ ہی BingX کے خیالات کی نمائندگی کرتی ہے۔ سرمایہ کاری میں رسک شامل ہے۔ براہ کرم ذمہ داری سے ٹریڈ کریں۔
Foxconn said revenue derived from Apple fell further from about 29% in the previous quarter, underscoring a continued drop in its dependence on the iPhone maker. Over the same period, the company's cloud and networking segment—including AI servers—rose to 51% of revenue. Management described the shift as structural and lasting, a message that has unsettled some investors.
Separately, the market expects TSMC's CoWoS advanced packaging capacity to expand by more than 50% next year as demand for AI chips remains strong.
