Foxconn aims to boost its share of the global artificial-intelligence server market, targeting roughly half of the market within a few years, according to Chairman Young Liu. He said the company currently holds about 40 percent and could reach around 45 percent next year, with a longer-term goal of 50 percent.
Liu expects AI infrastructure to generate 60-65 percent of Foxconn’s revenue over the next three to five years, not counting edge-AI devices that run models locally. He also noted that the firm’s production capacity is fully booked for at least the next eighteen months, underscoring persistent demand for AI hardware.
Current demand comes chiefly from developers of large AI models and cloud-service providers, while governmental bodies and enterprise customers have yet to adopt the technology at scale. Liu described the overall demand environment as quite strong despite the uneven uptake across sectors.
To meet U.S. demand, Foxconn plans to enlarge its manufacturing footprint in the United States and move higher up the supply chain, a shift Liu said will enable faster response times. Because U.S. production costs are higher, the company will initially concentrate on higher-margin items such as AI server racks and other data-center equipment.
Greater scale in the United States could eventually drive down unit costs, helping Foxconn deepen its role across the AI-infrastructure value chain, from individual servers and racks to complete data-center builds and computing services. The expansion reflects a broader strategy to secure a more integrated position in the AI supply ecosystem.
Liu cautioned that excessive investment would jeopardize the company, so Foxconn intends to keep spending disciplined as it scales its AI business. The firm may exceed its planned $3-5 billion annual AI outlay depending on how far it pursues vertical integration, and can offset a slowdown from a single customer with growth elsewhere, though a sector-wide downturn would pose a larger risk.