Foxconn Industrial Internet (601138)
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Foxconn Industrial Internet (601138) News
Foxconn Industrial Internet (601138): Q2 Net Profit Hits Record High, Driven by Dual Engines of GPU and ASIC
Event: On August 12, 2026, Foxconn Industrial Internet disclosed its semi-annual report for 2026. The net profit attributable to shareholders of the parent company for Q2 2026 reached RMB 13.146 billion, representing a year-on-year increase of 91.0% and a quarter-on-quarter increase of 24.1%, setting a new historical high for a single quarter.
US stocks in the computing power supply chain surge again as AI infrastructure enters a comprehensive expansion cycle.
From chip competition to computing power infrastructure rivalry, the AI industry enters a cycle of infrastructure expansion.
UOB Kay Hian: Adds Tencent (00700) and Innovent Bio (01801) to "Buy" list; maintains positive outlook on TMT and IT hardware
Dahua Jixian remains bullish on the fundamentals of the TMT sector and IT hardware, favoring companies that benefit from AI-related capital expenditure and the domestic substitution of semiconductors and advanced manufacturing equipment.
Xiao K Morning Brief | Broadcom's Q3 FY2026 Revenue Surges 86% Year-on-Year; Enflame Technology Announces IPO Allotment Ratio
1. The FTSE China A50 Index includes Advanced Micro-Fabrication Equipment and Shengyi Technology; 2. Tight supply of Taiwan Semiconductor's CoWoS packaging has shifted customer focus to Intel's EMIB-T; 3. As of August 31, Zhang Jianping is no longer among the top ten shareholders of Zhongji Innolight.
Foxconn Subsidiary FII Completes RMB 886 Million Share Buyback on Shanghai Market
Foxconn Industrial Internet (601138): H1 growth driven by computing power; mass production of RUBIN will continue to boost earnings.
Foxconn Industrial Internet released its H1 financial results, with revenue and profit growth in the first half largely driven by its server and switch businesses. In the second half, we expect performance to benefit from the ramp-up of Rubin's mass production. Our commentary is as follows: In the first half, both revenue and profit posted strong year-on-year growth, with profit growth approaching a deceleration.