Driven by sustained strong shipments of AI products, Hon Hai Precision's August revenue reached a new high for the same period in its history.
According to data released by Hon Hai Precision on September 5, revenue for August 2026 came in at NT$921.8 billion, marking a 51.98% year-on-year increase. This figure represents the second-highest single-month total on record and a new high for the month of August. Although revenue dipped 2.61% month-on-month due to the transition between old and new consumer smart products, the overall scale remained at an elevated level.
For the first eight months of the year, Hon Hai's cumulative revenue reached NT$6.51 trillion, a 39.73% increase year-on-year. In US dollar terms, the growth was approximately 38.4%, also setting a new record for the same period. The previous high for this period was NT$4.66 trillion in the first eight months of 2025.
AI Server Demand Remains Strong, Hon Hai's Third-Quarter Revenue Expected to Sustain High Growth
By product category, cloud and networking products related to AI servers continue to serve as the core growth engine for Hon Hai's revenue, with both monthly and cumulative growth rates leading among the four major product categories. The company noted that this business continues to benefit from the momentum of AI product shipments, maintaining robust growth in both August and the first eight months. With ongoing investments in AI infrastructure, server demand remains the primary driver supporting the company's revenue growth.
Consumer smart products also posted significant year-on-year growth, supported by shipment momentum and higher selling prices. However, month-on-month figures saw a pullback in August due to the transition period between old and new models for major products. Components and other products experienced notable growth both month-on-month and year-on-year, driven by increases in related component and other revenue. Computer terminal products, while still showing clear year-on-year growth, lagged behind the other three major product categories in terms of growth rate.
Overall, the continued expansion of AI demand is propelling Hon Hai's revenue to maintain high growth. In March, June, July, and August of this year, the company's revenue grew by 45.57%, 52.11%, 54.19%, and 51.98% year-on-year, respectively.
Looking ahead to the third quarter, Hon Hai has signaled a more positive outlook. The company stated that its visibility for the third quarter has improved compared to the previous month, and overall performance is "expected to exceed market expectations." On one hand, AI demand is projected to continue growing; on the other hand, ICT products are entering the traditional peak season in the second half of the year. These two factors are expected to jointly support the company's operating performance in the third quarter.
However, Hon Hai also cautioned that significant uncertainties remain in the global political and economic landscape, and related developments could still impact future operations.