Foxconn just had its best quarter ever, and Taiwan's AI supply chain is also dealing with fallout from Nvidia CEO Jensen Huang's personal scandal.

• Foxconn's third quarter revenue, profit, and earnings per share all hit record highs, driven by surging demand for AI servers.
• Cloud and networking products now make up over half of Foxconn's revenue, and the company raised its 2026 outlook across all four major product lines.
• Foxconn expects AI server rack shipments to keep growing at a high rate into next year, though it warned that chip and memory shortages plus global economic uncertainty are risks.
• Taiwan's stock market tumbled over 2.6% as a second affair scandal involving Nvidia's CEO raised questions about a possible board vote to remove him, rattling suppliers.
• Separately, a hacker claims to have stolen TSMC employee data and is auctioning it for bitcoin, though TSMC says its own systems were not breached and the leak traces to a cloud vendor instead.

Outlook: Foxconn looks set for continued growth on AI server demand, but Taiwan's chip supply chain stocks remain exposed to swings tied to Nvidia's leadership turmoil and chip/material shortages.