Foxconn’s AI server revenue will exceed iPhone sales

Foxconn is seeing a big jump in revenue from AI servers. According to Chairman Young Liu, this income is expected to surpass the company's earnings from iPhones within the next two years. The rise in demand for high-performance computing is driving this change. As the biggest supplier of AI servers globally, Foxconn will benefit from the shift towards artificial intelligence infrastructure. This change reflects a larger trend in the tech industry. Investments are moving away from consumer gadgets like smartphones to business-focused technologies such as AI servers. Unlike consumer electronics, which have strict pricing limits, businesses, especially cloud computing companies, focus on performance. They are ready to pay more for the latest technology. This demand is encouraging innovation in the semiconductor industry, including new advances in silicon photonics. Foxconn's strong position in AI server production places it at the heart of this industry transformation. As AI becomes more popular, the company's focus on high-end technology could significantly change global tech supply chains.