鸿海1.68亿美元再投墨西哥！AI服务器产能紧急扩张，北美市场争夺战升温

游戏天地 2025年08月28日 00:21 1 admin

Hon Hai Invests Another $168 Million in Mexico! AI Server Capacity Expansion in Full Swing, Competition in North American Market Heats Up

On August 25, Hon Hai announced that its Singapore subsidiary, Cloud Network Technology Singapore, will invest $168 million in FII AMC MEXICO S. DE R.L. DE C.V. This marks the second capital injection into its Mexican subsidiary this month, following a $45 million investment made just mid-August. Behind these frequent capital infusions is Hon Hai’s urgent effort to expand production capacity to meet the explosive demand for AI servers in the North American market, reduce costs, and minimize the risks associated with trade friction. Mexico is one of the key production bases for Hon Hai’s subsidiary, Foxconn Industrial Internet (FII), for AI servers. An AI factory built in collaboration with NVIDIA has already commenced operations earlier this year. In fact, Hon Hai’s strategic layout in Mexico began much earlier. In October 2024, FII, through its Mexican subsidiary, acquired improved real estate assets from its parent company, Hon Hai Precision, in the Tlajomulco de Zúñiga Industrial Park, Jalisco, Mexico, for approximately 924 million Mexican pesos. This acquisition included 659 items of factory improvement assets and related equipment, aimed at rapidly expanding FII’s server production capacity in Mexico to enable localized production and supply. Of course, Mexico is just one part of Hon Hai’s North American manufacturing corridor. In June 2025, Hon Hai, acting on behalf of its subsidiary Foxconn Assembly LLC, announced the acquisition of leasing rights for two factory buildings in Houston, Texas, with a total area of 601,600 square feet. At the same time, FII, through its subsidiary Ingrasys Technology, invested $142 million to acquire ownership of 86.34 acres of land and approximately 1.01 million square feet of factory space in Houston. Hon Hai’s rotating CEO, Young Liu, emphasized during an earnings call: "The strong demand for AI servers has not changed and is only continuing to grow. Several large CSPs (cloud service providers) have been consistently revising their capital expenditure outlooks upward, and sovereign AI projects from various governments are also being rolled out. To meet the rapidly rising market demand, Hon Hai is actively expanding its production capacity." According to Hon Hai, its AI server business saw a year-on-year increase of over 60% in the second quarter, with AI server revenue expected to grow by more than 170% year-on-year in the third quarter. Cabinet shipments are projected to triple quarter-on-quarter. Hon Hai’s CFO, David Huang, pointed out during a recent earnings call: "Hon Hai’s capital expenditure in the first half of this year increased by approximately 22% compared to the same period last year. The company’s capital expenditure growth target for 2025 remains at over 20%."