Hon Hai’s first quarter 2025 revenue jumped 24.2% year-over-year to NT$1.64 trillion ($49.8 billion), marking its fastest growth since 2022 amid strong data center demand. As a key supplier for both Nvidia’s AI servers and Apple’s iPhones, the company’s performance offers a bright spot in the artificial intelligence sector even as global markets grapple with expanding tariff-induced losses. This revenue surge signals continued momentum in AI infrastructure spending despite broader economic headwinds.
The big picture: Hon Hai Precision Industry Co. outperformed expectations with substantial first-quarter growth, highlighting the resilience of AI-related demand while other tech segments face challenges.
Why this matters: Hon Hai’s performance serves as a barometer for both the AI server market and consumer electronics, given its strategic position supplying industry leaders.
Behind the numbers: The substantial growth appears primarily driven by data center demand rather than consumer electronics, suggesting AI computing infrastructure remains a high-priority investment area for tech companies.