Foxconn chairman responds to Luxgen acquisition rumors

Foxconn chairman Young Liu addressed recent market speculation about Foxtron’s interest in acquiring Luxgen at a November 12, 2025, investor briefing, stating that expanding sales of quality products is Foxtron’s goal. However, he noted that how this will be achieved requires discussions with brand owners and channel partners. Liu emphasized that Foxtron and Luxgen share consistent objectives focused on broadening sales and market presence. When pressed about next steps, Liu deflected, saying, “You will have to ask Foxtron.”

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Foxconn hits US$32B in AI server sales, eyes strong 4Q25 growth on rack demand

Foxconn said at its November 12, 2025, earnings briefing that the AI sector remains in high-growth mode, driven by surging demand for computing power and large-scale production of next-generation AI racks. The company expects AI rack shipments to jump 300% quarter-over-quarter in the third quarter of 2025, with total AI server revenue already exceeding NT$1 trillion (US$32.2 billion) ahead of schedule.

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SK Hynix targets 70% DRAM profit margin amid supply crunch

The AI boom has caused memory giants to concentrate production on HBM, resulting in a shortage of general-purpose DRAM and high prices. According to Chosun Biz, DRAM prices are expected to continue rising as a product of the supply shortage. Analyses indicate that SK Hynix’s general-purpose DRAM operating profit margin could reach 70%, drawing attention to its future developments.

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AMD’s latest product roadmap revealed, Zen 7 debuts

AMD unveiled its latest CPU and GPU product roadmap during investor day, confirming the launch of the Zen 6 architecture built on TSMC’s 2nm process in 2026. The next-generation Zen 7 architecture also made its first appearance on the roadmap, with industry speculation placing its release between 2027 and 2028. Both core architectures will successively power future EPYC and Ryzen processor series.

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