Foxconn posted record second-quarter revenue, buoyed by demand for AI solutions, but signals geopolitical and currency risks.

Foxconn, the largest custom electronics maker, reported record revenue of 1.797 trillion Taiwan dollars in the second quarter, up 15.82% year-on-year, driven by demand for artificial intelligence products. Although the cloud division grew, the consumer electronics segment stagnated due to currency fluctuations. The company anticipates continued growth, but emphasizes geopolitical and currency risks that require monitoring. Foxconn shares surged 76% last year, but fell 12.5% in 2025, influenced by trade uncertainties.