Foxconn Chairman Liu Yangwei: AI chip and memory supply and demand will continue to be tight in 2027

Foxconn Chairman Liu Yangwei predicts that overall AI demand will still be greater than supply in 2027, with tight supply and demand for chips, memory, and some key components continuing. He states that over the next 3 to 5 years, the proportion of Foxconn's AI-related cloud products will exceed 60%, and the global industry will continue to show a K-shaped development, with AI-related industries benefiting from computing power demand and infrastructure investment.