Nvidia 的主要服务器制造商 Foxconn 报告称,在强劲的 AI 相关需求推动下,8 月营收增长 52%。

Hon Hai Precision Industry Co.(也称为 Foxconn)表示,根据其未经审计的报告,8 月营收达到 9218 亿新台币(292 亿美元),同比增长 51.98%。该增幅延续了公司 7 月的增长势头,当月营收同比增长 54.19%。

今年前八个月累计营收达到 6.5 万亿新台币(2053 亿美元),同比增长 39.73%。

值得注意的是,Foxconn 表示,其云计算和网络业务部门在“AI 产品需求强劲、提前拉动势头明显”的推动下实现显著增长。

该公司预计,第三季度整体业绩将超过市场预期,因为“AI 需求持续增长”,且信息与通信技术产品将在今年下半年进入旺季。

Foxconn 表示:“目前,公司对第三季度的业绩可见度较上月有所改善,预计整体业绩将超过市场预期。”该公司还补充称,仍有必要“关注全球政治和经济形势波动带来的影响”。

Hon Hai 周一在台湾上市的股票收平,报 256 新台币(8 美元)。

Revenue per Employee, AI-Exposed Public Companies

Revenue per Employee, AI-Exposed Public Companies

  • NVIDIA
  • Microsoft
  • Alphabet
  • Meta
As of 2026-06-30, NVIDIA had the highest latest reported companywide revenue per period-end employee in this fixed basket at $5.14.$6M$4M$2M$0Jan '23Jan '24Jan '25Jan '26{"f":[360,150,40,8],"s":[["NVIDIA","#76b900"],["Microsoft","#0078d4"],["Alphabet","#ea4335"],["Meta","#0866ff"]],"p":[["2023-01-29T00:00:00.000Z","Jan '23",40,[[0,"$1.03M",108.44,null]],null],["2023-06-30T00:00:00.000Z","Jun '23",78,[[1,"$0.96M",109.78,null]],null],["2023-12-31T00:00:00.000Z","Dec '23",124,[[2,"$1.68M",96,null],[3,"$2M",89.92,null]],null],["2024-01-28T00:00:00.000Z","Jan '24",131,[[0,"$2.06M",88.89,null]],null],["2024-06-30T00:00:00.000Z","Jun '24",169.5,[[1,"$1.08M",107.57,null]],null],["2024-12-31T00:00:00.000Z","Dec '24",215.5,[[2,"$1.91M",91.72,null],[3,"$2.22M",85.8,null]],null],["2025-01-26T00:00:00.000Z","Jan '25",222,[[0,"$3.62M",59.13,null]],null],["2025-06-30T00:00:00.000Z","Jun '25",260.75,[[1,"$1.24M",104.52,null]],null],["2025-12-31T00:00:00.000Z","Dec '25",306.75,[[2,"$2.11M",87.89,null],[3,"$2.55M",79.58,null]],null],["2026-01-25T00:00:00.000Z","Jan '26",313,[[0,"$5.14M",30.31,null]],null],["2026-06-30T00:00:00.000Z","Jun '26",352,[[1,"$1.49M",99.73,null]],null]]}NVIDIA: $5.1M on Jan '26. Microsoft: $1.5M on Jun '26. Alphabet: $2.1M on Dec '25. Meta: $2.5M on Dec '25
SOURCE: SEC company filings