Hon Hai raises 2026 capex to expand AI production
Taiwan-based Hon Hai (Foxconn) told investors it will focus 2026 capital expenditure on expanding artificial intelligence production, strengthening global research and development, and boosting manufacturing capacity in Taiwan, the United States, Mexico and Vietnam. Management targets more than 30% capex growth for 2026 after NT$173.8 billion in 2025 and NT$80.9 billion spent in the first half of this year. Next-generation AI racks will enter mass production in the third quarter with shipments from the fourth quarter, and the company plans to raise its global AI server share from over 40% toward 50%. Semiconductor capacity in Japan is over 90% utilized.
Hon Hai targets over 30% capex growth for 2026
Context
Hon Hai increased capex in 2025 and reported first-half 2026 spending to investors. Management now plans bigger 2026 capex to scale AI racks and global facilities. The next steps are mass production in Q3 and expanded shipments in Q4 and…
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