Sharp begins taking AI server orders in Japan, with Foxconn manufacturing

Product / TechM&A · Partnership
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Summary · why it matters

Sharp Corp, the Japanese electronics company, said on September 15 that it has begun taking orders for artificial intelligence servers in Japan, with the servers manufactured by its Taiwan-based parent company Foxconn. Sharp plans to start selling the servers in fiscal 2027, which begins in April 2027, targeting local government bodies, research institutions and data center operators. The servers use the latest AI platform from Nvidia, the major US semiconductor company, while Foxconn handles procurement and manufacturing. Sharp aims for AI server business sales of about 250 billion yen, or 1.6 billion dollars, in fiscal 2030, driven by growing demand for AI use. It is also considering manufacturing servers in Japan and aims to expand the business into global markets in the future. Tetsuji Kawamura, chief executive officer of Sharp, said that as AI becomes more a part of social infrastructure, developing reliable computing infrastructure that many companies can use is important. Sharp forecasts the domestic server market will grow from about 900 billion yen in fiscal 2025 to roughly 4 trillion yen in fiscal 2030 and about 7 trillion yen in fiscal 2035. Sharp said it will consider joint manufacturing with Foxconn in the future, and if such joint production goes ahead, its Kameyama plant in Mie Prefecture in central Japan is one option that could serve as a production base.

Impact on stocks 3

Energy Transition & Power Demand · 1 stocks
Sharp Corporation
6753
▲ PositiveDemandrelevance

Sharp begins taking AI server orders in Japan, targeting local governments, research institutions and data center operators with fiscal 2030 sales goal of ~250 billion yen.

Electrification & Mobility · 1 stocks
Hon Hai Precision Industry Co Ltd
2317
▲ PositiveDemandrelevance

Foxconn, Sharp's parent, handles procurement and manufacturing of the AI servers, and future joint production at Kameyama is being considered.

Artificial Intelligence · 1 stocks
NVIDIA Corporation
NVDA
▲ PositiveDemandrelevance

Sharp's new AI servers use Nvidia's latest AI platform, adding a customer/end-demand channel for Nvidia chips.

Theme Impact 1

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