Regarding the main reason for the performance change, Foxconn Industrial Internet said that the global demand for AI computing power infrastructure is showing a continuous growth trend, and AI is accelerating into the stage of large-scale application. Relying on the advantages of vertical integration of the entire AI industry chain and intelligent manufacturing, the company has achieved breakthrough progress in its main business.

In terms of business, the cloud computing segment's revenue increased significantly year-on-year, achieving a growth of more than 50% over the same period last year, accounting for more than 50% of the company's overall revenue for the first time. Among them, AI server revenue increased by more than 150% year-on-year, and the proportion of total servers increased from 30% to more than 40%. At the same time, general server revenue also increased by 20% year-on-year, which was better than the overall market trend.

In terms of customer categories, cloud service provider server revenue grew by more than 80% year-on-year, accounting for more than half of the total server revenue for the first time; brand server revenue also grew by more than 70% year-on-year as North American Tier-1 brand customers increased their purchases of AI servers. The announcement also revealed that with the continuous development of AI technology, the company's cooperation with core customers has further deepened, and the next generation of new products jointly developed with customers have been shipped one after another.

In terms of communications and mobile network equipment, the company continues to keep pace with the development of the digital economy and AI. Through advanced technology research and development and capacity layout, shipments have achieved steady growth and continued to consolidate its leading position in the industry.

As for the future, Foxconn Industrial Internet said that as the demand in the AI field continues to grow, the company will proactively deploy various resources and continue to optimize R&D and production capacity layout. With precise layout and efficient execution, the company is expected to continue to maintain its leading position in the future market and its development momentum will continue to improve.