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Foxconn says Middle East tensions haven’t hurt operations yet, but warns prolonged conflict could raise oil and material costs, while boosting AI demand drives optimism for 2026.
Foxconn Chairman Young Liu said the ongoing conflict between the U.S., Israel, and Iran has so far had limited impact on the company’s operations, but warned prolonged fighting could push oil prices toward $100 a barrel and raise global raw material costs.
He remains optimistic about Foxconn’s 2026 performance, driven by strong demand for AI-related products, and expects to release fourth-quarter earnings and updated guidance on March 16.
Despite regional instability, the company continues to expand its role in global AI infrastructure, including supplying Nvidia’s AI servers.
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Foxconn dice que las tensiones en Oriente Medio aún no han afectado las operaciones, pero advierte que un conflicto prolongado podría aumentar los costos del petróleo y los materiales, mientras que el aumento de la demanda de IA genera optimismo para 2026.