Foxconn chairman Young Liu expects overall AI demand to exceed supply in 2027, with tight conditions likely to persist, according to a November 12, 2026 report by IT Home citing Taiwan’s Economic Daily News.
Liu said supplies of chips, memory and some other key components were tight across the industry. He expects new production capacity to gradually ease bottlenecks, but said overall demand could still outstrip supply next year.
He also forecast that AI-related cloud products would account for more than 60% of Foxconn’s business in the next three to five years. He was more cautious about PCs: tight memory supplies and rising component prices could push up device prices and discourage consumers from replacing their computers.
These are Liu’s forecasts, not confirmed outcomes. Original report (IT Home)