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Hon Hai Precision Industry (Foxconn, 2317.TW) is the world's largest contract electronics manufacturer, assembling roughly 40–45% of the world's smartphones and a growing share of AI servers and EV platforms.
Group exposure score is 67 including 5 tracked subsidiary — standalone is 48.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 supplier, 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
NVIDIA's own blog (2024-10-07) confirms Foxconn is building the Hon Hai Kaohsiung Super Computing Center around NVIDIA Blackwell/GB200 NVL72 (64 racks, 4,608 Blackwell GPUs) for internal AI/HPC use (Foxconn as buyer of NVIDIA GPUs), and separately Foxconn is qualified as an NVIDIA manufacturing partner assembling GB200/GB300 NVL72 systems for NVIDIA's broader customer base (Foxconn as contract manufacturer). No dollar value or unit count tied to Foxconn's own purchase is disclosed. Re-checked 2026-09-24 (wake-minerals-buyers, step 0.5): the cited NVIDIA blog (dated 2024-10-07) supports the BUYER leg only (Kaohsiung Super Computing Center, 64 racks / 4,608 Tensor Core GPUs, verbatim) and does NOT itself state the contract-manufacturer leg. That leg is supported by Foxconn's own press release of 2025-03-19 (https://www.foxconn.com/en-us/press-center/press-releases/latest-news/1557), which states that Foxconn manufactures the NVIDIA GB200 NVL72 through GB300 NVL72 platforms and is qualified by NVIDIA as a PBR (Pilot Build Request) Partner (re-fetched 2026-10-02). Confidence stays secondary (both legs are company statements, no counterparty-side volume).
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
Dossier discloses a neodymium exposure with no Dy/Tb/Sm tag and a sector where doping is not the rule — whether this company's magnets are Dy/Tb-doped is not on record. Resolved by a disclosed magnet grade, or a named magnet supplier in named_counterparties.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a buyer, policy pressure across its consumed materials is flat.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
No actions in the register have named or swept this company in the last 24 months.