鸿海旗下工业富联发布上半年财报，受益于人工智能算力需求强劲，业绩实现大幅增长。上半年营收达人民币5578.6亿元，同比增长54.6%[1]；归属母公司业主获利人民币237.4亿元，同比增长96%，创下同期新高[1]。
在AI服务器相关产品的拉动下，工业富联第二季营收首次突破人民币3000亿元大关，达人民币3067.8亿元，环比增长22%、同比增长53%[1]。云端运算营收增势最为强劲，上半年同比增长75.7%[1]。在具体产品方面，GPU AI机柜出货量同比增长3.2倍，ASIC AI机柜出货量同比增长3倍，ASIC CPU服务器出货量同比增长2.5倍[1]，数据中心高速网络营收同比增长1倍[1]。
Industrial Fujifilm, a subsidiary of Foxconn, announced record-breaking first-half financial results as demand for artificial intelligence computing infrastructure surged. The company's revenue reached 557.86 billion yuan in the first half of 2026, representing year-over-year growth of 54.6% [1]. Net profit attributable to parent company shareholders climbed to 237.4 billion yuan, marking a 96% year-over-year increase and setting a new high for the corresponding period [1].
The strong performance was powered by accelerating sales of AI-related products. Second-quarter revenue alone reached 306.78 billion yuan, up 22% sequentially and 53% year-over-year, marking the first time the company surpassed the 300 billion yuan quarterly threshold [1]. Cloud computing revenue expanded by 75.7% year-over-year during the first half [1]. Specifically, GPU AI server cabinet shipments grew 3.2 times year-over-year, while ASIC AI cabinet shipments increased threefold [1]. Additionally, ASIC CPU server shipments climbed 2.5 times, and data center high-speed networking revenue doubled year-over-year [1].