Foxconn, the AI server and iPhone assembly giant, said AI server shipments continued to ramp up in November and visibility for the 4th quarter “is better than last month, with overall performance roughly in line with market expectations.” November revenue rose 25.5% year-on-year to NT$844.3 billion (US$26.9 billion), but fell 5.7% from October as demand for smart consumer electronics (iPhone category) fell slightly. The pre-holiday build is winding down. Jan-Nov revenue rose 16.6% to NT$7.24 trillion. $NVIDIA(NVDA.US) $Apple(AAPL.US) $AMD(AMD.US) $Broadcom(AVGO.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Meta Platforms(META.US) $Microsoft(MSFT.US) $Dell Tech(DELL.US) $Oracle(ORCL.US) #AIservers #Semiconductors

Source: Dan Nystedt