➀ Foxconn Chairman Young Liu believes the AI boom still has some time to go as AI models are becoming more intelligent with each new iteration. ➁ Progress towards Artificial General Intelligence (AGI) is positive for the AI server industry, benefiting Foxconn's growth. ➂ Demand for Nvidia's Blackwell server chip, manufactured by Foxconn, is exceeding expectations. ➃ Liu sees 'on-device' AI as the next significant growth opportunity for the company. ➄ The rise in smartphone sales, driven by AI features, indicates a potential supercycle for the industry.
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