Foxconn Chairman Young Liu says the company aims to capture 50% of the AI server market, and capacity is fully booked
In an interview with CNBC, Foxconn Chairman Young Liu said the company's global AI server market share is currently about 40%, is expected to rise to around 45% next year, and targets 50% in the coming years. He said Foxconn's capacity for at least the next year and a half is fully booked, with AI demand coming mainly from AI model developers and cloud service providers, while governments and enterprises have not yet fully adopted it. Foxconn also plans to expand its manufacturing footprint in the United States, initially focusing on higher-margin products such as AI server racks and data center equipment.
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Foxconn disclosed its AI server share target and capacity booking situation, offering a window into the actual pace of AI infrastructure demand.
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Foxconn Chairman Young Liu: We want to capture 50% of the AI server market, and production capacity is already fully booked. Phoenix Tech Download the app for exclusive early access. October 30, 2026, 19:37:43 From Beijing
Image caption: Young Liu
Phoenix Tech News, October 30 (Beijing time) — According to a CNBC report, Foxconn Chairman Young Liu said in an interview that demand for AI infrastructure shows almost no sign of slowing, and the company is seeking to expand its share of the AI server market and increase its manufacturing operations in the United States.
In an interview with CNBC reporters, Young Liu said Foxconn's share of the global AI server market could reach 50% within the next few years, and is expected to rise to about 45% next year.
"I think we can grow to 50%," Young Liu said. He was referring to Foxconn's share of the global AI server market, which currently stands at about 40%.
Foxconn's official name is Hon Hai Precision Industry Co. The company is best known for assembling iPhones for Apple, but in recent years it has increasingly treated AI infrastructure as a key growth driver.
Young Liu said Foxconn's production capacity for at least the next year and a half has been fully booked, indicating continued strong demand for AI infrastructure. He said that so far, AI demand has mainly come from AI model developers and cloud service providers, while governments and enterprises have not yet fully adopted the technology. He added that AI demand remains "quite strong."
At the same time, Foxconn is also seeking to expand its manufacturing footprint in the United States. Young Liu said the company plans to move further upstream in the supply chain in order to better serve the U.S. market. However, because manufacturing costs in the United States are higher, Foxconn will initially focus on producing higher-margin products, including AI server racks and data center equipment.
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