PC vendor Asustek Computer Inc (華碩) yesterday said that artificial intelligence (AI) server revenue in the second quarter is expected to meet expectations, keeping the company on track to reach its target of the sector contributing to 15 percent of total revenue this year.
AI server revenue is expected to grow further in the third quarter, with momentum likely driven by Nvidia Corp’s GB200 units, as mass production of the newer GB300 models is unlikely to begin before September, an Asustek official said on the sidelines of an event in Taipei.
Asustek co-CEO Samson Hu (胡書賓) in early May said the server business accounted for a double-digit percentage of the company’s total revenue in the first quarter, with the company expecting the proportion to reach about 15 percent by the end of this year.
Photo: CNA
The company yesterday reported that consolidated revenue for last month rose 17.3 percent year-on-year to NT$68.57 billion (US$2.4 billion), bringing first-half revenue to NT$335.7 billion, an annual increase of 25.92 percent.
Growth momentum is likely to continue in the second half of the year, thanks to solid server demand and a positive outlook on the company’s gaming products, PCs and motherboards, although performance would depend on tariff developments and market sentiment, said the official, who declined to be named.
The company is in October to launch two handheld Xbox devices — the ROG Xbox Ally and Xbox Ally X — developed with Microsoft Corp, they said.
Regarding the impact of the New Taiwan dollar’s sharp appreciation against the US dollar, the company has continued to adopt natural hedging to mitigate the effect, Asustek said.
Asustek, Quanta Computer Inc (廣達), Wistron Corp (緯創), Delta Electronics Inc (台達電) and Fitipower Integrated Technology Inc (天鈺科技) held yesterday’s event to award scholarships to students at National Taiwan University’s College of Electrical Engineering and Computer Science.
Taiwan urgently needs talent with deep, rather than superficial, expertise in AI, which requires schools to break from traditional educational and cultural norms to focus on cultivating broader and more complex technical skills, Asustek chairman Jonney Shih (施崇棠) said in his opening remarks.
Only by bridging academia and industry — connecting students and educators with the corporate sector — can Taiwan position itself to compete in the global AI race, Shih said.
The company established a joint research center with National Taiwan University in 2021, which has since launched 26 research projects spanning generative AI, smart manufacturing, thermal and noise reduction, advanced electromagnetics and the Internet of Things.
Another leading PC brand Acer Inc (宏碁) yesterday also reported its consolidated revenue for last month reached NT$28.69 billion, up 1.8 percent from a year earlier.
Last month’s growth reflected increases of 11.9 percent in laptop revenue, 19.3 percent in desktop revenue, 8.2 percent in Chromebook revenue and 7.9 percent in commercial PC revenue from a year earlier, the company said in a statement.
In the first half of this year, Acer’s revenue reached NT$127.87 billion, up 1.5 percent year-on-year, with Chromebook laptop revenue registering a 21.2 percent annual increase, it said.
The company’s strategy to build multiple business engines continues to bear fruit, with non-PC and non-monitor businesses accounting for 26.8 percent of last month’s revenue and 30.7 percent for the first half of this year, Acer said.
Additional reporting by CNA
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