# 鴻海 Says ASIC AI Server Shipments Rose by as Much as 150%

By John Kim

Canonical URL: https://www.tokenpost.com/news/business/55470
Published: 2026-11-12T14:04:02.000Z
Updated: 2026-11-12T14:04:02.000Z
Section: Business

> The chip development cycle is about nine months, from specifications to production, as cloud providers expand in-house development and AI applications add inference to training.

鴻海’s third-quarter ASIC AI server shipments rose by as much as 150% year over year, while Chairman 劉揚偉 said demand for AI computing continues to grow as applications expand into inference.

The development cycle for an application-specific integrated circuit (ASIC), from specifications to production, is now about nine months, 劉 said. Large cloud service providers (CSPs) are expanding development of chips for their own systems. 鴻海’s ASIC server shipment growth exceeded the growth rate for GPU servers in the third quarter. 劉 expects inference demand to push ASIC server growth ahead of GPU server growth.

劉 linked the shorter development cycle to changes in AI use. Applications are extending from model training into inference, and AI agents are becoming more widely used. He grouped AI computing users into four categories: model developers, CSPs, government and businesses. Model developers and CSPs account for most demand today, while government and enterprise adoption is accelerating.

Vertical integration has helped 鴻海 secure major CSP projects that require customized system architecture, liquid cooling and power design. The company expects demand for customized racks to rise as inference use expands.

Some projects use consignment arrangements. These can leave 鴻海’s revenue share below its share of shipments, while improving capital efficiency, 劉 said.

劉 said the U.S. midterm elections and other industry changes are expected to have limited short-term effects. Separately, customers that have placed orders and committed to building computing capacity could accelerate deployment. He said the longer-term effects remain to be assessed.

鴻海 has begun shipping co-packaged optics (CPO) switches and is using micron-level precision processing to address alignment challenges involving multiple optical fibers. The company is also pursuing electric vehicles and robotics as longer-term growth areas. 劉 said EV investment is smaller than AI investment as 鴻海 prepares capacity and monitors the pace of the industry.