Recession? What Recession? Foxconn Raises Outlook -- Reuters -- July 4, 2022

Apple is tracked here.

EVs are tracked here.

Through those two sites Foxconn is tracked indirectly, as is TSMC.

A reader caught this and sent it my way this morning: Foxconn raises full-year outlook on strong tech demand. Data points:

• full name: Hon Hai Precision Industry Co Ltd
• world's largest contract electronics maker
• raised its full-year business outlook
• based on strong tech sales from smartphones
• company's June, 2022 (2Q22) sales jumped 31% from a year earlier
• this is a record high for the month of June (last month of the 2Q22)
  
• smartphones: make up the bulk of its revenue
• Micron had opposite guidance/outlook -- but raised its dividend, nonetheless
• Foxconn: saw "significant growth" compared with a year earlier