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Hon Hai Chairman Young Liu: Tight supply and demand for chips, memory and some key components will persist in 2027

Source: IT之家 Published: Business & Funding 中文
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Hon Hai Chairman Young Liu said on the afternoon of November 12 that overall AI demand is still expected to exceed supply in 2027, and that tight supply and demand will continue. He expects Hon Hai's AI-related cloud product revenue share to rise to more than 60% over the next 3 to 5 years. Liu said tight supply of chips, memory and some key components is a challenge facing the industry as a whole; although supply bottlenecks will gradually ease as new capacity comes online, overall demand is still expected to outpace supply next year and tight conditions may persist for some time.

Translation(model translation, not the source's own text)

Foxconn Chairman 刘扬伟: Tight chip, memory and some key component supply will persist through 2027

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Foxconn Chairman 刘扬伟: Tight chip, memory and some key component supply will persist through 2027

IT之家 November 12 news, according to Taiwan media Economic Daily News, Foxconn Chairman 刘扬伟 said this afternoon that overall AI demand is still expected to exceed supply in 2027, and the tight supply-demand situation will continue. He expects that in the next 3 to 5 years, the share of Foxconn's AI-related cloud product revenue will rise to more than 60%.

刘扬伟 said that the current tight supply of chips, memory and some key components is a challenge shared across the entire industry. Although supply bottlenecks will gradually ease as new capacity comes online one after another, looking ahead to next year, overall demand is still expected to exceed supply, and the tight supply-demand situation may persist for some time.

Looking ahead to next year's market, 刘扬伟 said the global industry will continue to show K-shaped development; AI-related industries will benefit from global computing power demand and infrastructure investment, and the momentum for growth and pull-in remains very strong.

IT之家 notes that when looking at the personal computer PC market, 刘扬伟's view is relatively cautious. He said tight memory supply and rising component prices may push up end-product prices and affect consumers' willingness to upgrade.

  • "Foxconn's net profit attributable to parent in the first three quarters of 2026 was NT$187.417 billion, up 30% year on year"

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The translation is machine-generated and individual terms may be off. Nothing is rewritten or cut; the original is authoritative.

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