Foxconn raises outlook on AI server demand
Foxconn lifted its outlook for all four product segments and expects AI rack shipments to grow by high double digits in Q4, while warning of tight memory and chip supply.
What we know
Foxconn raised its outlook for all four major segments, said AI server rack shipments should grow high double digits quarter-on-quarter, and that cloud and networking exceed 50% of revenue. It said tight chip and memory supply will keep demand above supply in 2027, and that cloud providers are boosting custom ASIC investment.
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