Hon Hai says AI server capacity for the next 18 months is fully booked, targets about 45% market share next year
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Hon Hai Chairman Young Liu said demand for AI infrastructure has shown no clear slowdown, AI server capacity for the next 18 months is fully booked, and the company plans to raise its global AI server market share from about 40% currently to about 45% next year and to 50% in the coming years. Second-quarter data disclosed by Hon Hai in August this year showed that the cloud and networking products division, which includes AI servers, already accounted for 51% of revenue, surpassing 50% for the first time. Young Liu also stressed prudent investment management, saying that overinvesting would kill the company, and that depending on the degree of vertical integration, annual AI investment could exceed the originally planned US$3 billion to US$5 billion.
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Hon Hai disclosed that AI server capacity has been fully booked for 18 months and gave a market share target and investment guidance, offering a window into AI hardware supply and demand and the pace of capacity expansion.
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鸿海：未来18个月AI服务器产能已被订满快科技下载客户端 独家抢先看2026年11月01日 17:33:16 来自河南
快科技11月1日消息，鸿海董事长刘扬伟在采访中表示，AI基础设施需求未见明显放缓，鸿海计划将全球AI服务器市占率从目前的约40%提升至明年的45%左右，并在未来数年达到50%。
鸿海正式名称为鸿海精密工业，长期以来以组装苹果iPhone闻名，但AI基础设施正迅速成为其核心增长引擎。
鸿海今年8月披露的数据显示，第二季度公司包含AI服务器的云端及网通产品部门营收占比已达51%，首次突破50%。这意味着，尽管iPhone组装仍是鸿海的重要业务，AI硬件在财务贡献上已与之比肩甚至超越。
目前需求主要来自AI模型开发商和云服务提供商，政府及企业客户尚未全面采用这项技术。刘扬伟强调，AI需求依然“相当强劲”，政府与企业客户尚处早期探索阶段，暗示需求仍有较大释放空间。
不过，即便需求强劲，刘扬伟仍着重强调审慎管理投资。他直言：“过度投资会害死公司。”鸿海扩大AI事业时将严格控制支出。视垂直整合程度而定，鸿海每年AI投资可能超过原订的30亿至50亿美元。
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