Foxconn Chairman Liu Young-way expects AI server market share to reach 50%

Oct 30

1. 20:13

   Phoenix TechnologyRelated discussion

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2. 19:37

   Phoenix Tech

   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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3. 15:43

   CNBC Technology

   Foxconn Chairman Young Liu Says Global AI Server Share Could Reach 50% Within Two Years

   Foxconn (Hon Hai) Chairman Young Liu said in an interview with CNBC that the company currently holds about 40% of the global AI server market, may rise to about 45% next year, and is expected to reach 50% within two years. He expects AI infrastructure to account for 60% to 65% of the company's revenue in the next three to five years (excluding edge AI devices), that capacity has been fully booked for at least a year and a half, and that the company plans to expand upstream in the U.S. supply chain, prioritizing AI server racks and data center equipment. He also said the company's annual AI-related spending could exceed the originally planned $3 billion to $5 billion, and stressed that over-investment would drag the company down.

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