Foxconn’s July Sales Growth Slows to 7.25%—Weakest Since January
Foxconn vient de publier des chiffres de ventes mitigés pour juillet. Alors que la croissance reste positive, le rythme ralentit.
Un ralentissement à surveiller. Le géant taïwanais de l'électronique affiche une hausse de 7,25% de ses ventes en juillet—son pire résultat depuis janvier. De quoi faire tiquer les investisseurs habitués à des performances plus robustes.
Analyse sectorielle. Ce coup de frein intervient dans un contexte de demande mondiale atone pour les produits tech. Les actionnaires devront s'armer de patience—ou chercher refuge dans les cryptos, ce nouveau casino pour capitalistes désabusés.
Foxconn sells Ohio plant, shifts toward AI focus
In a related move on Monday, Foxconn agreed to sell its former car plant in Lordstown, Ohio, for $375 million, machinery included. The company stressed it would continue using the site for a wider array of products that fit its long-term goals.
Foxconn did not spell out exactly what it will build at Lordstown. It did note, however, that its cloud and networking-gear unit has seen “significant growth” in orders.
An industry source familiar with the deal said the Ohio facility will support AI-focused data centers. At more than six million square feet (557,000 sqm), the plant is roughly six times the size of Foxconn’s Houston factory, which is being readied to produce Nvidia’s GB300 AI servers.
The plant’s backstory dates to 2022, when Foxconn bought the former General Motors small-car factory there, named for the town, from now-defunct Lordstown Motors Corp. for $230 million. The two companies had teamed up to build electric pickup trucks at the site, but the venture unraveled when Lordstown Motors went under and filed suit against its partner.
In its Monday announcement, Foxconn said it sold the factory to one of its “existing business partners” but offered no further details. It added that it remains committed to serving U.S. automotive clients and can quickly ramp up vehicle output if needed.
Foxconn has been stretching beyond its roots as an iPhone maker. just last week, it formed a strategic alliance with TECO Electric & Machinery (1504.TW) to develop data-center projects.
Hon Hai’s broader business may also have been boosted by brisk demand for Apple gadgets. Apple reported its fastest quarterly revenue rise in more than three years on strong Chinese sales and said it expects current-quarter revenue to climb by mid-to-high single digits compared with a year earlier.
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