Chairman Young Liu of Hon Hai (Foxconn) told CNBC the company could raise its share of the global AI server market from around 40% today to 50% within a couple of years, and to about 45% next year. He expects AI infrastructure to make up 60% to 65% of Foxconn's revenue over the next three to five years, excluding edge AI devices. Production capacity is already fully booked for at least the next year and a half, with current demand coming mainly from AI model developers and cloud providers. Foxconn plans to expand U.S. manufacturing, starting with higher-margin products such as AI server racks and data center equipment, because U.S. production costs are higher. Liu warned that "overinvestment will kill the company" and said AI spending could exceed the planned $3 billion to $5 billion a year, depending on how far vertical integration goes.
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