Foxconn's strong performance is not limited to AI servers. The company's cloud and networking division, which includes AI servers, accounted for 32% of third-quarter revenue, becoming its second-largest revenue source after consumer electronics. This diversification has positioned Foxconn as a key player in the AI hardware market. The surge in chip stocks is not without challenges... Foxconn has warned of a shortage of chips for AI servers, indicating that production capacity for these chips is limited. This could impact the supply chain and potentially affect the growth trajectory of AI hardware manufacturers. Despite these challenges, the outlook for the semiconductor industry remains positive. |
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