Apple supply chain firms in the AI era: Luxshare, Foxconn Industrial Internet, Goertek and Lens Technology's compute hardware and robotics bets

Lens Technology plans to acquire a 59.78% stake in PMG for USD 25 million, indirectly gaining control of Yuanshi Technology and expanding into server racks and liquid cooling; Luxshare Precision, Goertek and Foxconn Industrial Internet are also expanding AI-related businesses. In 2025, Foxconn Industrial Internet's cloud computing segment revenue reached RMB 602.679 billion, up 88.70% year on year, with AI server revenue from cloud service providers growing more than 3x year on year; Lens Technology delivered more than 3,000 humanoid robots and over 10,000 quadruped robots in 2025, and in 2026 entered volume ramp-up with leading customers.