Foxconn Navigates Tariff Troubles, Sees AI Server Boom
2025-03-14

Foxconn CEO Young Liu revealed that US tariffs are causing significant headaches for tech giants like Apple and Amazon. In response, Foxconn's clients are increasingly planning US-based manufacturing collaborations to mitigate tariff impacts. While the consumer electronics business faces challenges, Foxconn's AI server segment is booming, with Q4 revenue up 78% year-on-year and projected to more than double this quarter. This growth is fueled by rising demand from smaller companies developing their own LLMs.