Foxconn chair Young Liu expects overall AI demand to exceed supply in 2027, with tight conditions persisting, according to Taiwan’s Economic Daily, as reported by IT Home on November 12, 2026.
Liu said shortages of chips, memory and some other key components are a challenge across the industry. New production capacity should gradually ease bottlenecks, he said, but demand may still outpace supply next year. He expects AI-related cloud products to account for more than 60% of Foxconn’s business within three to five years.
Liu described a more cautious outlook for PCs. Tight memory supply and rising component costs could push up device prices and make consumers less willing to replace their computers, he said.