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9to5Mac

Foxconn’s Apple revenue share falls below 29% as cloud and networking reaches 51%

AI Market Summary
Foxconn's revenue mix is shifting structurally from iPhone assembly toward cloud/networking, with AI server demand driving 51% of sales, underscoring accelerating AI hardware capex. In parallel, expectations for TSMC's CoWoS advanced packaging capacity to grow over 50% next year highlights tight AI supply-chain bottlenecks. The news supports AI-linked semiconductor demand while elevating bubble-risk concerns that can raise volatility in AI-exposed equities.
Impact level
● Medium
AI InsightAI Insight
● Neutral
⚠️ AI-generated insights are based on news content and are provided for informational purposes only. They do not constitute investment advice or represent the views of BingX. Investing involves risk. Please trade responsibly.
Foxconn said revenue from Apple has slipped further from roughly 29% in the prior quarter to below 29%, while its cloud and networking business—including AI servers—rose to 51% of sales. The company said the shift will be permanent, unsettling some investors. Separately, the market expects TSMC’s CoWoS advanced packaging capacity to grow by more than 50% next year to meet strong AI-chip demand.
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