# Foxconn (2317.TW)
> 세계 최대 EMS·ODM. 엔비디아 GB200 NVL72 등 랙스케일 AI 서버를 하이퍼스케일러용으로 조립한다. 2025년 GB 랙 약 1.2만대 출하로 시장 43% 점유(2026년 55~60% 전망). 랙당 $200~300만. 2026년 들어 AI 서버가 아이폰을 추월하며 월매출 사상 최대(약 $264억). 엔비디아 PBR 인증 파트너.
Canonical: https://valuechain.wiki/foxconn · Updated: 2026-07-12T08:20:19.381561+00:00 · Source: ValueChain.wiki (refined facts, cited)

**인용용 요약**: 밸류체인 그래프 기준 Foxconn의 직접 연결 기업은 11곳(관계 기준 공급 7·매출 4)이고, 사슬을 2차까지 넓히면 67곳에 닿는다. 링크의 근거 출처는 14건이며 그중 1차공시가 5건이다 (valuechain.wiki, 2026-07-12 기준).

## Financials & segments
- 총매출: FY2025 매출 NT$8.1조(+18%, 사상 최대); AI서버가 매출의 42%로 소비전자 추월
- 고객 집중도: 엔비디아 GB 랙 ~43% 점유. 하이퍼스케일러·애플 고객.
- 사업부문: AI 서버·랙(GB200), 스마트폰 조립(아이폰), EMS

## Annual stock return (as of 2026-07-09)
- 2021: -5.1%
- 2022: +2.8%
- 2023: +7.8%
- 2024: +80.1%
- 2025: +26.9%
- 2026 YTD: +10.9%

## Value-chain annual returns (top→bottom: demand → node → supply; YTD as of 2026-07-09)
| Company | Chain | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Nestlé | lead3 | +22.1% | -4.2% | -9.3% | -18.8% | -1.8% | +17.9% |
| Tempus AI | lead3 | · | · | · | · | +74.9% | -1.4% |
| 이마트 | lead3 | -18.4% | -19.5% | -25.3% | -14.6% | +44.7% | -7.8% |
| Shopify | lead3 | +21.7% | -74.8% | +124.4% | +36.5% | +51.4% | -23.9% |
| Datadog | lead2 | +80.9% | -58.7% | +65.1% | +17.7% | -4.8% | +89.4% |
| 팔로알토 네트웍스 | lead2 | +56.7% | -24.8% | +111.3% | +23.4% | +1.2% | +76.9% |
| CrowdStrike | lead2 | -3.3% | -48.6% | +142.5% | +34% | +37% | +59.7% |
| Illumina | lead2 | +2.8% | -46.9% | -31.1% | -1.3% | -1.8% | +45% |
| 플래닛랩스 | lead2 | · | -29.3% | -43.2% | +63.6% | +388.1% | +32.1% |
| Starbucks Corp | lead2 | +11.1% | -13.2% | -1.2% | -2.5% | -5.3% | +27.4% |
| 존슨 컨트롤스 | lead2 | +77.4% | -19.3% | -7.6% | +39.8% | +53% | +20% |
| Snowflake | lead2 | +20.4% | -57.6% | +38.6% | -22.4% | +42.1% | +19.2% |
| Airbnb Inc | lead2 | · | -48.6% | +59.2% | -3.5% | +3.3% | +9.5% |
| Costco Wholesale | lead2 | +51.8% | -19% | +49% | +39.6% | -5.4% | +6.6% |
| Walmart Inc | lead2 | +2% | -0.5% | +12.9% | +74% | +24.5% | +2.6% |
| Schrödinger | lead2 | -56% | -46.3% | +91.5% | -46.1% | -7.3% | -7.8% |
| MercadoLibre | lead2 | -19.5% | -37.2% | +85.7% | +8.2% | +18.5% | -8% |
| Uber | lead2 | -17.8% | -41% | +149% | -2% | +35.5% | -8.8% |
| McDonald's | lead2 | +27.8% | +0.5% | +15.1% | +0.1% | +7.9% | -9% |
| LVMH | lead2 | +46.6% | +12.7% | -1.8% | -7.3% | -20.4% | -9% |
| Recursion Pharmaceuticals | lead2 | · | -55% | +27.9% | -31.4% | -39.5% | -13% |
| Disney | lead2 | -14.5% | -43.9% | +4.3% | +24.4% | +3.3% | -15.3% |
| Coupang | lead2 | · | -49.9% | +10.1% | +35.8% | +7.3% | -20.3% |
| Netflix | lead2 | +11.4% | -51.1% | +65.1% | +83.1% | +5.2% | -21.7% |
| ServiceNow | lead2 | +17.9% | -40.2% | +82% | +50.1% | -27.7% | -29.7% |
| Apple | lead1 | +34.6% | -26.4% | +49% | +30.7% | +9.1% | +16.2% |
| 알파벳 (구글) | lead1 | +65.3% | -39.1% | +58.3% | +36% | +66% | +14.3% |
| 아마존 | lead1 | +2.4% | -49.6% | +80.9% | +44.4% | +5.2% | +6.3% |
| 마이크로소프트 | lead1 | +52.5% | -28% | +58.2% | +12.9% | +15.6% | -20% |
| Foxconn | node | -5.1% | +2.8% | +7.8% | +80.1% | +26.9% | +10.9% |
| FANUC | benef1 | -16.5% | +4.4% | -8.1% | +15.6% | +37.7% | +15.3% |
| NVIDIA | benef1 | +125.5% | -50.3% | +239% | +171.2% | +38.9% | +13.3% |
| UBTech | benef1 | · | · | · | -21.6% | +95.4% | -39.2% |
| 키옥시아 | benef2 | · | · | · | · | +1082.1% | +260.5% |
| Micron Technology | benef2 | +24.2% | -45.9% | +71.9% | -1% | +240.2% | +243.3% |
| Murata | benef2 | -14% | -11.7% | +24.7% | -16.5% | +29.9% | +217.4% |
| 난야PCB | benef2 | +110.6% | -46.7% | -0.5% | -38.3% | +188.2% | +213.4% |
| ASE테크놀로지 | benef2 | +38.3% | -12.8% | +60.9% | +10.1% | +65.6% | +167.6% |
| Nebius | benef2 | · | · | · | · | +202.2% | +162.4% |
| Astera Labs | benef2 | · | · | · | · | +25.6% | +148.2% |
| Ibiden | benef2 | +30.4% | -19.6% | +51.6% | -38.6% | +261% | +147.1% |
| SK하이닉스 | benef2 | -0.4% | -25.6% | +53.9% | +48.6% | +361.1% | +140.3% |
| Harmonic Drive | benef2 | -42.7% | -2.5% | -16.1% | +24.9% | -23.8% | +132.3% |
| 유니마이크론 | benef2 | +133.5% | -30.2% | +35.2% | -19.7% | +175.7% | +131.6% |
| Corning | benef2 | +5.9% | -11.6% | -1.2% | +60.6% | +87.8% | +118.8% |
| Lumentum | benef2 | +11.6% | -50.7% | +0.5% | +60.1% | +339.1% | +117.6% |
| 삼성전자 | benef2 | -9% | -14.2% | +20.9% | -26.4% | +212.9% | +77.9% |
| onsemi | benef2 | +107.5% | -8.2% | +33.9% | -24.5% | -14.1% | +77.2% |
| Coherent | benef2 | -10% | -48.6% | +24% | +117.6% | +94.8% | +75.8% |
| Eoptolink | benef2 | -10.1% | -27.7% | +136.6% | +197% | +368.8% | +74.9% |
| InnoLight | benef2 | -30.7% | -18.3% | +253.7% | +12% | +468.1% | +68.8% |
| Keysight | benef2 | +56.3% | -17.2% | -7% | +1% | +26.5% | +58.5% |
| Delta Electronics | benef2 | -3.4% | +10.4% | -0.3% | +59.2% | +183.8% | +54.9% |
| Monolithic Power | benef2 | +35.5% | -27.8% | +79.8% | -5.6% | +54.5% | +49.8% |
| Analog Devices | benef2 | +21% | -4.9% | +23.4% | +8.8% | +29.8% | +46.7% |
| TSMC | benef2 | +12.1% | -36.7% | +42.3% | +92.6% | +55.9% | +43.6% |
| Nabtesco | benef2 | -22.8% | +9% | -22.3% | +0.4% | +54.1% | +30.9% |
| ABB | benef2 | +23.9% | +7.3% | +18.9% | +39% | +36.1% | +27.2% |
| 페가트론 | benef2 | -5.9% | +0.6% | +35.3% | +21.2% | -23.8% | +24% |
| Luxshare | benef2 | -11.9% | -30.2% | -21.2% | +58.8% | +29.3% | +20.6% |
| Nidec | benef2 | -26.8% | -28.4% | -21.9% | -1.7% | -17.4% | +20.6% |
| Digital Realty | benef2 | +30.7% | -41% | +39.9% | +35.9% | -10.1% | +18.2% |
| Amphenol | benef2 | +34.9% | -12% | +31.5% | +41.3% | +96.1% | +18.1% |
| 위스트론 | benef2 | +7.9% | +9.7% | +272.7% | -1.6% | +22.7% | +14.8% |
| KYEC | benef2 | +26.7% | -7.7% | +132.4% | +38.6% | +171% | +4.2% |
| CATL | benef2 | +67.4% | -21.4% | -40.6% | +74.5% | +39.4% | +1.2% |
| BlackRock | benef2 | +29.4% | -20.4% | +17.9% | +29.3% | +6.6% | -2.1% |
| TE Connectivity | benef2 | +35.1% | -27.7% | +24.6% | +3.5% | +61.1% | -11.3% |
| Recursion Pharmaceuticals | benef2 | · | -55% | +27.9% | -31.4% | -39.5% | -13% |
| Inovance | benef2 | -5.1% | +19.2% | -20.9% | +8.4% | +24.8% | -14.4% |
| BYD일렉트로닉스 | benef2 | -56.1% | +16% | -0.4% | +60.6% | -19.4% | -34.4% |
| 삼성전기 | benef3 | -11.8% | -18.5% | -1.4% | -2.5% | +110% | +467.7% |
| 주성엔지니어링 | benef3 | +127.9% | -42.6% | +173.3% | -3.1% | +30.7% | +364.1% |
| 섬코 | benef3 | -4.3% | -3.9% | +21.3% | -48.1% | +41.7% | +225.8% |
| 피에스케이 | benef3 | +22.7% | -19.6% | +14.2% | -2.6% | +228.2% | +208% |
| LG이노텍 | benef3 | +78.2% | -22% | -28.8% | -22.1% | +66.8% | +204.6% |
| Arm Holdings | benef3 | · | · | · | +64.2% | -11.4% | +195.8% |
| GlobalWafers | benef3 | +26.9% | -29.9% | +14.3% | -39% | +48.9% | +171.6% |
| ACM Research | benef3 | +4.9% | -72.9% | +153.4% | -22.7% | +161.3% | +161.1% |
| AMD | benef3 | +56.9% | -55% | +127.6% | -18.1% | +77.3% | +160.5% |
| Kulicke & Soffa | benef3 | +92.4% | -25.8% | +25.5% | -13.2% | -0.3% | +150.1% |
| 코후 | benef3 | -0.2% | -15.9% | +10.4% | -24.6% | -12.8% | +141.4% |
| 어플라이드 머티어리얼즈 | benef3 | +83.6% | -37.5% | +68% | +1.1% | +59.6% | +135% |
| 미디어텍 | benef3 | +27.8% | -26.6% | +52.9% | +58.3% | +24.9% | +124.3% |
| Arteris | benef3 | · | -79.6% | +37% | +73% | +52.1% | +124.3% |
| FormFactor | benef3 | +6.3% | -51.4% | +87.6% | +5.5% | +26.8% | +110.7% |
| 케이씨텍 | benef3 | -24.2% | -6.1% | +57.9% | +5.9% | +56.7% | +108.1% |
| 램리서치 | benef3 | +53.7% | -40.7% | +88.6% | -6.8% | +139.2% | +105% |
| JCET | benef3 | -34% | +0.2% | -15.2% | +73.3% | +28% | +104.6% |
| Onto Innovation | benef3 | +112.9% | -32.7% | +124.6% | +9% | -5.3% | +103.6% |
| 심텍 | benef3 | +119.6% | -34.6% | +12.4% | -63.3% | +392.9% | +94.9% |
| 대덕전자 | benef3 | +64.2% | -0.3% | +13.3% | -22.7% | +250.2% | +92.1% |
| KLA | benef3 | +68% | -11.2% | +56% | +9.4% | +94.5% | +91% |
| Tower Semiconductor | benef3 | +53.7% | +8.9% | -29.4% | +68.8% | +128% | +89.7% |
| SCREEN Holdings | benef3 | +40.7% | -13.2% | +220.1% | -24.1% | +84.9% | +86.3% |
| Teradyne | benef3 | +36.8% | -46.3% | +24.8% | +16.5% | +54.4% | +85.9% |
| ASMPT | benef3 | -29% | -12.4% | +21.8% | -4.8% | +47.6% | +82% |
| Resonac | benef3 | -2.6% | -4% | +37.5% | +30.3% | +137.9% | +80.4% |
| MACOM | benef3 | +42.3% | -19.6% | +47.6% | +39.8% | +31.8% | +80.1% |
| 도쿄일렉트론 | benef3 | +40.4% | -14.5% | +89.8% | -4.4% | +61.6% | +78.2% |
| 퀴니티 일렉트로닉스 | benef3 | · | · | · | · | · | +76.3% |
| Entegris | benef3 | +44.6% | -52.5% | +83.5% | -17.1% | -14.6% | +72.8% |
| Kokusai Electric | benef3 | · | · | · | -35.4% | +165.3% | +70% |
| ASML | benef3 | +64.1% | -30.5% | +39.9% | -7.7% | +55.8% | +68.6% |
| Global Unichip | benef3 | +21.4% | +67.6% | +99.4% | -13.7% | +101.4% | +66.4% |
| Ajinomoto | benef3 | +31% | +36% | +44.5% | +4% | +14.1% | +63.7% |
| 후성 | benef3 | +59.9% | -33.5% | -34.5% | -39.1% | +67.4% | +62.2% |
| BESI | benef3 | +33.7% | -6.1% | +121.8% | -9.3% | +35% | +56.2% |
| Fujimi | benef3 | +64.7% | -1.6% | +40.4% | -24.2% | +28.4% | +54.6% |
| 유진테크 | benef3 | +28.1% | -45.1% | +64.1% | -12.6% | +202.5% | +49.5% |
| Montage Technology | benef3 | -18.2% | -21.8% | -18% | +51.4% | +169% | +47.4% |
| 기가바이트 | benef3 | +82.3% | -3.4% | +173.2% | -15.9% | -4.7% | +44.4% |
| 신에쓰화학 | benef3 | +6.3% | +3.1% | +57.8% | -15.6% | +7.6% | +44% |
| 삼성E&A | benef3 | +74.5% | +20% | -13.7% | -15.9% | +76.7% | +43.2% |
| Tokyo Ohka Kogyo | benef3 | -2.7% | -3% | +63.8% | +4.3% | +111.5% | +42.9% |
| Camtek | benef3 | +110.1% | -52.3% | +215.9% | +18.3% | +31.7% | +35.2% |
| Ebara | benef3 | +58.1% | +2.3% | +76.1% | +41% | +84% | +32.3% |
| ASM International | benef3 | +44.2% | +2.9% | +68.7% | +10.3% | +25.9% | +28.8% |
| 파워텍 (PTI) | benef3 | +4.8% | -7.5% | +86% | -16% | +128.6% | +26% |
| Linde | benef3 | +33.4% | -4.4% | +27.7% | +3.2% | +3.2% | +25.1% |
| CoreWeave | benef3 | · | · | · | · | · | +24.1% |
| 에어프로덕츠 | benef3 | +13.8% | +3.9% | -9% | +8.1% | -12.7% | +23.7% |
| Cadence Design Systems | benef3 | +36.6% | -13.8% | +69.6% | +10.3% | +4% | +22.9% |
| Lasertec | benef3 | +78.9% | +2.4% | +57% | -60.6% | +138.9% | +22.4% |
| 미쓰비시전기 | benef3 | -8.1% | +2.5% | +58.7% | +19.1% | +91% | +21.3% |
| Advantest | benef3 | +17% | -2.3% | +155.7% | +49.5% | +196% | +17.1% |
| 스미토모화학 | benef3 | +19.6% | -9.1% | -27.7% | -2.2% | +43.9% | +16% |
| Broadcom | benef3 | +56.5% | -13.3% | +104.2% | +110.5% | +50.6% | +16% |
| 네패스 | benef3 | -29.5% | -44% | +6.7% | -62.7% | +179.2% | +15.1% |
| 알파벳 (구글) | benef3 | +65.3% | -39.1% | +58.3% | +36% | +66% | +14.3% |
| Merck KGaA | benef3 | +42.2% | -0.4% | -19.1% | -2.5% | -12.7% | +13.5% |
| Air Liquide | benef3 | +14.1% | +7.9% | +20.9% | +8.5% | -4.8% | +12.5% |
| 디스코 | benef3 | -6.6% | +27.7% | +218.5% | +11.6% | +49.6% | +10.2% |
| 원익QnC | benef3 | +26.2% | +2% | +11.9% | -33.7% | +53.4% | +9.3% |
| 원익IPS | benef3 | -19.7% | -19.8% | -0.2% | -25.5% | +408.8% | +9.3% |
| Yunnan Energy (Enjie) | benef3 | +92.8% | -38.6% | -72.6% | -29.2% | +76.4% | +7.5% |
| Siemens Energy | benef3 | -35.4% | -2.7% | -27% | +314.2% | +149.9% | +5.7% |
| 한미반도체 | benef3 | +98.5% | -21.7% | +313.1% | +93.7% | +87.9% | +5.5% |
| 하나마이크론 | benef3 | +109% | -41% | +143.5% | -52.4% | +269.3% | +5.3% |
| Fabrinet | benef3 | +52.7% | +8.2% | +48.4% | +15.5% | +107.1% | +3.5% |
| 소프트뱅크그룹 | benef3 | +10.2% | +9.9% | +39.2% | +6.5% | +8.5% | +3.2% |
| 코보 | benef3 | -5.9% | -42% | +24.2% | -37.9% | +20.8% | +1.5% |
| 이오테크닉스 | benef3 | +7.6% | -28.2% | +130.5% | -16.2% | +163.2% | +0.7% |
| 아이에스시 | benef3 | +43.2% | +14.2% | +116.5% | -11.9% | +126.8% | +0.3% |
| Tinci Materials | benef3 | +68.3% | +5.6% | -61.4% | -0.7% | +124.2% | -1% |
| HD Hyundai Electric | benef3 | +4.2% | +132.5% | +159.4% | +300.5% | +120.2% | -3.7% |
| HPSP | benef3 | · | · | +216.5% | -30.4% | +54.7% | -4.5% |
| Synopsys | benef3 | +42.1% | -13.4% | +61.3% | -5.7% | -3.2% | -5.2% |
| 캐논 | benef3 | +22.5% | +11.1% | +46.4% | +27% | -3.2% | -5.6% |
| LG디스플레이 | benef3 | -6.8% | -30.9% | -8.5% | -20.6% | +26.2% | -5.7% |
| Photronics | benef3 | +68.9% | -10.7% | +86.4% | -24.9% | +35.8% | -6.6% |
| 파크시스템스 | benef3 | +25.1% | +1.6% | +41.6% | +37.3% | +28.9% | -11.2% |
| BYD | benef3 | -6.5% | +10.5% | -28.5% | +58.9% | +8.7% | -12.7% |
| 룽바이커지(容百科技) | benef3 | +96.6% | -39.1% | -63.6% | +12.3% | +47.7% | -12.9% |
| 하나머티리얼즈 | benef3 | +106% | -30.5% | +26.1% | -47.4% | +173.9% | -15.7% |
| 동진쎄미켐 | benef3 | +28.1% | -13.7% | +16.1% | -42.8% | +160.1% | -15.8% |
| 마이크로소프트 | benef3 | +52.5% | -28% | +58.2% | +12.9% | +15.6% | -20% |
| 유니테스트 | benef3 | +23.4% | -57.8% | +11.3% | -1.6% | +6.8% | -24.8% |
| Oracle | benef3 | +36.9% | -4.6% | +30.9% | +60% | +18.1% | -27.4% |
| 이엔에프테크놀로지 | benef3 | -32.9% | -23.6% | +1.3% | -16.1% | +204.6% | -28.4% |
| 리노공업 | benef3 | +21% | -5.3% | +18.3% | +9.5% | +150.1% | -30.3% |
| SFA반도체 | benef3 | -5.8% | -34.1% | +48.7% | -48.7% | +139.8% | -31.8% |
| 솔브레인 | benef3 | -8.2% | -3.9% | +16.6% | -37.6% | +192.8% | -35.9% |
| 천보 | benef3 | +40.4% | -7.3% | -65% | -55.6% | +59.1% | -37.6% |
| 에스앤에스텍 | benef3 | -17.3% | -5% | +45.8% | -31.2% | +210.8% | -47.5% |
| 엔켐 | benef3 | · | -37.4% | +173.9% | -20.5% | -26.1% | -76.7% |

폭스콘의 논점은 '저마진 조립에서 랙스케일 AI로의 믹스 전환'이다. 엔비디아 GB200 NVL72 랙 조립의 사실상 표준 파트너로 2025년 점유 약 43%(2026년 55~60% 전망)를 쥐어, 랙당 $200~300만의 압도적 물량이 매출을 끈다 — 2026년 AI 서버가 아이폰을 추월하며 월매출 사상 최대를 찍었다. 조립 마진은 얇지만 물량·믹스 이동이 재평가의 핵심이고, 애플 단일 의존을 낮추는 다각화이기도 하다. 리스크는 조립 마진·엔비디아 물량 변동·지정학. 그래프 파급: 엔비디아 GB 물량이 수요를 직접 끌고, 무라타 등 부품·전력장비가 상류 공급망. (analysis as of 2026-07-09)

## Money in · revenue from (4)
### Apple (high)  → /apple.md
- note: 아이폰 등 애플 제품 위탁조립(최대 고객).
- [confirms] Hon Hai Technology Group (EN, filing, published 2026-03-01) https://www.honhai.com/en-us/press-center/press-releases/latest-news/1978: "Hon Hai FY2025 매출 NT$8.1조(+18%, 사상 최대); AI서버가 매출의 42%로 소비전자를 추월, 2026 AI서버 출하 2배·AI서버 랙 조립 세계 점유 약 40% 전망."
- [mentions] CNBC (EN, research, published 2026-01-05) https://www.cnbc.com/2026/01/05/nvidia-partner-foxconn-revenue-surge-tops-expectations.html: "애널리스트 24곳 중 18곳 매수·비중확대, 목표가 ~20-25% 상승여력 — 2026 하반기 AI서버 가속 기대."
- [confirms] 애플 (EN, filing, published 2025-01-01) https://www.apple.com/supplier-responsibility/pdf/Apple-Supplier-List.pdf: "애플 공급업체 리스트에 Hon Hai(폭스콘) 등재 — 애플은 폭스콘 최대 고객(매출의 절반 안팎)."

### 알파벳 (구글) (mid)  → /alphabet.md
- note: 알파벳 (구글)에 랙스케일 AI 서버 공급.
- [confirms] CNBC (EN, news, published 2025-12-05) https://www.cnbc.com/2025/12/05/nvidia-partner-foxconn-reports-26percent-revenue-spike-as-ai-boom-continues.html: "구글 클라우드용 AI 랙 발주."
- [confirms] TrendForce (EN, research, published 2025-05-05) https://www.trendforce.com/news/2025/05/05/news-microsoft-meta-ramp-up-ai-spend-lifting-nvidias-taiwanese-odm-partners-foxonn-quanta-and-wiwynn/: "MS·메타 등 하이퍼스케일러 AI 투자 확대가 폭스콘의 엔비디아 GB200 AI서버 조립 물량을 견인."

### 마이크로소프트 (mid)  → /microsoft.md
- note: 마이크로소프트에 랙스케일 AI 서버 공급.
- [confirms] CNBC (EN, news, published 2025-12-05) https://www.cnbc.com/2025/12/05/nvidia-partner-foxconn-reports-26percent-revenue-spike-as-ai-boom-continues.html: "애저용 GB200 AI 랙 발주."
- [confirms] TrendForce (EN, research, published 2025-05-05) https://www.trendforce.com/news/2025/05/05/news-microsoft-meta-ramp-up-ai-spend-lifting-nvidias-taiwanese-odm-partners-foxonn-quanta-and-wiwynn/: "MS·메타 등 하이퍼스케일러 AI 투자 확대가 폭스콘의 엔비디아 GB200 AI서버 조립 물량을 견인."

### 아마존 (mid)  → /amazon.md
- note: 아마존에 랙스케일 AI 서버 공급.
- [confirms] CNBC (EN, news, published 2025-12-05) https://www.cnbc.com/2025/12/05/nvidia-partner-foxconn-reports-26percent-revenue-spike-as-ai-boom-continues.html: "AWS용 GB200 AI 랙 발주."
- [confirms] TrendForce (EN, research, published 2025-05-05) https://www.trendforce.com/news/2025/05/05/news-microsoft-meta-ramp-up-ai-spend-lifting-nvidias-taiwanese-odm-partners-foxonn-quanta-and-wiwynn/: "MS·메타 등 하이퍼스케일러 AI 투자 확대가 폭스콘의 엔비디아 GB200 AI서버 조립 물량을 견인."

## Money out · pays to (8)
### NVIDIA (high)  → /nvidia.md
- note: 엔비디아 GPU·GB200 슈퍼칩을 랙 조립용으로 조달.
- [confirms] Foxconn (EN, ir, published 2026-03-01) https://www.foxconn.com/en-us/press-center/press-releases/latest-news/1557: "폭스콘은 엔비디아 GB200 NVL72 랙 조립 PBR 인증 파트너."
- [confirms] Hon Hai / TWSE (EN, filing, published 2026-03-01) https://www.honhai.com/en-us/investor-relations: "폭스콘이 엔비디아 GB200 랙 조립, TWSE 상장사."
- [confirms] 위키백과 (KO, news, published 2026-01-01) https://ko.wikipedia.org/wiki/폭스콘: "폭스콘이 엔비디아 GB200 랙 조립, TWSE 상장사."
- [confirms] CNBC (EN, news, published 2025-12-05) https://www.cnbc.com/2025/12/05/nvidia-partner-foxconn-reports-26percent-revenue-spike-as-ai-boom-continues.html: "폭스콘은 엔비디아 GB200 NVL72 랙 조립 PBR 인증 파트너."
- [confirms] TrendForce (EN, research, published 2025-05-05) https://www.trendforce.com/news/2025/05/05/news-microsoft-meta-ramp-up-ai-spend-lifting-nvidias-taiwanese-odm-partners-foxonn-quanta-and-wiwynn/: "폭스콘이 엔비디아 GB200을 받아 AI서버·랙으로 조립하는 핵심 ODM 파트너."

### UBTech (high)  → /ubtech.md
- note: 공장 물류에 UBTech 휴머노이드 도입.
- [confirms] SCMP (EN, news, published 2026-01-01) https://www.scmp.com/tech/tech-trends/article/3332372/chinas-humanoid-robots-get-factory-jobs-ubtechs-model-scores-us112-million-orders: "공장 물류에 UBTech 휴머노이드 도입."

### 화낙 (high)  → /fanuc.md
- note: 화낙 관계의 미러: 아이폰 금속 프레임 절삭용 로보드릴 판매: 2014년 폭스콘이 월 약 800대(대당 약 6.2만달러) 구매, 애플·폭스콘 라인 누적 10만대 보도. 스마트폰 프레임 절삭기계 점유율 약 80%.
- [confirms] 아시아경제 (KO, news, published 2020-10-08) https://www.asiae.co.kr/article/2020100812170614697: "애플과 폭스콘은 아이폰 생산 공장에 화낙의 절삭 로봇을 10만대나 도입했고, 절삭기계 점유율은 80%에 달한다."
- [confirms] 슬래시닷 (EN, news, published 2014-09-20) https://hardware.slashdot.org/story/14/09/20/1651241/why-you-cant-manufacture-like-apple: "Foxconn, the Apple supplier, buys 800 programmable Robodrills from Fanuc every month - for about $62,000 each."

### Delta Electronics (mid)  → /delta-electronics.md
- note: AI 서버 전원·냉각을 델타에서 조달.
- [confirms] Delta/TWSE (EN, filing, published 2026-03-01) https://www.deltaww.com/en-US/Investors: "AI 서버 전원·냉각을 델타에서 조달."

### Murata (mid)  → /murata.md
- note: 서버·기기 조립에 MLCC 공급.
- [confirms] Delta/TWSE (EN, filing, published 2026-03-01) https://www.deltaww.com/en-US/Investors: "서버·기기 조립에 MLCC 공급."

### Amphenol (mid)  → /amphenol.md
- note: 서버 ODM에 커넥터·케이블 공급.
- [confirms] Delta/TWSE (EN, filing, published 2026-03-01) https://www.deltaww.com/en-US/Investors: "서버 ODM에 커넥터·케이블 공급."

### TE Connectivity (mid)  → /te-connectivity.md
- note: 서버 ODM에 커넥터·DAC 공급.
- [confirms] Delta/TWSE (EN, filing, published 2026-03-01) https://www.deltaww.com/en-US/Investors: "서버 ODM에 커넥터·DAC 공급."

### 부품·메모리·기판 (비공개) (low)
- note: 서버용 부품·메모리·기판 조달(비공개).
- [confirms] Hon Hai / TWSE (EN, filing, published 2026-03-01) https://www.honhai.com/en-us/investor-relations: "AI 서버 조립에 부품·메모리·기판 다수 조달."

## Investors (1)
### 궈타이밍 (창업주) (high)
- note: 창업주 궈타이밍이 약 12.6% 보유한 대주주.
- [confirms] 진저우칸 (今周刊) (ZH, news, published 2023-09-04) https://www.businesstoday.com.tw/article/category/183027/post/202309040044/: "截至今年7月郭台銘持股佔鴻海總發行的普通股股份12.56%，董事長劉揚偉等其餘三位董事合計持股佔0.026%。"
- [confirms] 훙하이정밀공업 (폭스콘) (EN, filing, published 2021-04-25) https://www.foxconn.com/s3/reports/shareholders-meetings/2021/%E4%B8%BB%E8%A6%81%E8%82%A1%E6%9D%B1%E5%90%8D%E5%96%AE(EN).pdf: "Gou, Tai-ming (Terry Gou) 1,342,198,518 shares 9.68%; CTBC Hosting Gou, Tai-ming (Terry Gou) Trust Treasury Account 400,000,000 shares 2.89%."

## 질문별 엔드포인트
- 누가 폭스콘의 고객인가? 폭스콘의 매출은 어디서 오는가? → https://valuechain.wiki/foxconn/customers.md
- 폭스콘의 주요 공급사는 어디인가? 폭스콘의 비용은 누구에게 가는가? → https://valuechain.wiki/foxconn/suppliers.md
- 폭스콘 주가가 움직이면 누가 수혜를 보는가? 폭스콘의 가치사슬 파급은 어디까지인가? → https://valuechain.wiki/foxconn/ripple.md
- 증권가가 보는 폭스콘: 목표주가와 투자의견은? → https://valuechain.wiki/foxconn/consensus.md

## 이 노드를 다룬 분석 (1)
- [돈의 입구는 하나다: AI 수요는 하이퍼스케일러 capex 한 곳으로 수렴한다](https://valuechain.wiki/analysis/ai-capex-demand-to-supply.md) (2026-06-23)

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