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Foxconn (2354 TT) December Revenue TWD 862.9bln, +31.8% Y/Y (prev. +25.5% Y/Y)

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Importance
Level 1
  • Q4'25 revenue exceeded out expectation of significant growth, causing a high base for Q1'26.
  • With the continued ramp-up in AI rack shipments, the seasonality of this Q1 is expected to be near the upper end of the past 5-year range.
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