On December 5, reports emerged indicating that Hon Hai's revenue for November witnessed a remarkable 26% year-on-year increase. This surge underscores the enduring robust demand for NVIDIA servers, riding the wave of the artificial intelligence (AI) boom.

As a pivotal player in NVIDIA's AI hardware supply chain, Hon Hai specializes in manufacturing data center servers tailored to accommodate these high-performance chips.

Despite concerns over potential overcapacity, American tech giants like Meta and Amazon remain steadfast in their substantial investments in deploying AI training and operational infrastructure, a move that indirectly bolsters Hon Hai's fortunes.

However, it's worth noting that a significant portion of Hon Hai's revenue still hinges on its partnership with Apple, for whom it assembles a range of products, including the iconic iPhones.

In a strategic move to diversify and strengthen its global footprint, Hon Hai is currently in the process of expanding its production capabilities in the United States. This expansion includes the addition of AI server production lines in states like Wisconsin and Texas.