TAIPEI, July 5 (Reuters) - Taiwan's Foxconn,

the world's largest contract electronics maker, reported record

second-quarter revenue on strong demand for artificial

intelligence products but cautioned about geopolitical and

exchange rate headwinds.

Revenue for Apple's ( AAPL ) biggest iPhone assembler jumped

15.82% year-on-year to T$1.797 trillion, Foxconn said

in a statement on Saturday, beating the T$1.7896 trillion LSEG

SmartEstimate, which gives greater weight to forecasts from

analysts who are more consistently accurate.

Robust AI demand led to strong revenue growth for its cloud

and networking products division, said Foxconn, whose customers

include AI chip firm Nvidia ( NVDA ).

Smart consumer electronics, which includes iPhones, posted

"flattish" year-on-year revenue growth affected by exchange

rates, it said.

June revenue roses 10.09% on year to T$540.237 billion, a

record high for that month.

Foxconn said it anticipates growth in this quarter from the

previous three months and from the same period last year but

cautioned about potential risks to growth.

"The impact of evolving global political and economic

conditions and exchange rate changes will need continued close

monitoring," it said without elaborating.

U.S. President Donald Trump said he had signed letters to 12

countries outlining the various tariff levels they would face on

goods they export to the United States, with the "take it or

leave it" offers to be sent out on Monday.

The Chinese city of Zhengzhou is home to the world's largest

iPhone manufacturing facility, operated by Foxconn.

The company, formally called Hon Hai Precision Industry ( HNHPF ),

does not provide numerical forecasts. It will report full second

quarter earnings on August 14.

Foxconn's shares jumped 76% last year, far outperforming the

28.5% rise for the Taiwan market, but are down 12.5% so

far this year, reflecting broader pressure on tech stocks

rattled by Trump's tumultuous trade policy.

The stock closed down 1.83% on Friday ahead of the revenue

data release, compared with a 0.73% drop for the benchmark

index.