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Stable and sustainable operations at core of innovative C-suite training amid AI era TAIPEI, April 1, 2026 /PRNewswire/ -- Deepening its corporate governance work, Hon Hai Technology Group ("Foxconn") (TWSE: 2317) has named Michael Chiang its rotating Chief Executive Officer, assuming a key role that strengthens the bench for next generation leadership and raises global competitiveness at the world's largest…

I maintain a 'Buy' rating for Hon Hai, considering its solid performance and favorable prospects. Its operating income jumped 32.7% YoY in 4Q2025, thanks to the outperformance of its AI server business. I expect the positive momentum to be continued. Management is guiding for a 15+% revenue growth in 1Q2026. I am projecting a 20 bps gross margin expansion for the full year.

The Taiwanese electronics manufacturer is best known as the manufacturer of iPhones, but it also makes servers housing Nvidia chips.

For the first time, the world's largest contract electronics maker has issued a full-year revenue outlook, and the message is unambiguous: the AI infrastructure boom has years to run. Bury the profit miss.

Despite double-digit revenue growth, a substantially higher tax expense weighed on Foxconn's fourth-quarter bottom line.