At this year’s Foxconn Tech Day, Chairman Young Liu made one thing unmistakably clear: the company is pivoting hard toward Nvidia-driven AI infrastructure—and the shift is happening faster than anyone expected.
For the first time, Foxconn openly showcased Nvidia server racks, liquid-cooling components, copper interconnects, and its expanding role across the AI supply chain. AI-related revenue has now surpassed iPhone-related business, marking a historic turning point.
In my latest piece, I break down how Foxconn is leveraging vertical integration, group synergies, and new partnerships (including OpenAI) to secure a central role in the global AI hardware race.
This is the story of “Apple’s Foxconn” transforming into “the Foxconn of the AI era.”
cwnewsroom.substack.com
For the first time, Foxconn openly showcased Nvidia server racks, liquid-cooling components, copper interconnects, and its expanding role across the AI supply chain. AI-related revenue has now surpassed iPhone-related business, marking a historic turning point.
In my latest piece, I break down how Foxconn is leveraging vertical integration, group synergies, and new partnerships (including OpenAI) to secure a central role in the global AI hardware race.
This is the story of “Apple’s Foxconn” transforming into “the Foxconn of the AI era.”
From iPhones to AI — Inside Young Liu’s Nvidia-Fueled Strategy for Foxconn
Liang-rong Chen
cwnewsroom.substack.com