Foxconn's Q3 revenue surged to $95.4B, beating estimates (up 47%). The driver is intense demand for AI hardware from partners $AAPL and $NVDA. But look at the margins: $NVDA captures a 74.67% gross margin. Assembler Foxconn operates on just 6.12%. Despite the AI boom, Foxconn shares are up just 10% this year, trailing the broader Taiwan market. Seeking Alpha Quant Rating on Hon Hai ( $HNHPF ): Hold. A cheap valuation is offset by an F grade in EPS Revisions as analysts stay cautious. Who really profits from the AI boom, the chip designer or the assembler? ▻
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Foxconn's Q3 revenue surged to $95.4B, beating estimates (up 47%). The driver is intense demand for AI hardware from partners $AAPL and $NVDA. But look at the margins: $NVDA captures a 74.67% gross margin. Assembler Foxconn operates on just 6.12%. Despite the
$AAPL$NVDA$HNHPF
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