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
SETBACK: Apple’s India iPhone push has been disrupted after Foxconn recalled hundreds of Chinese engineers, amid Beijing’s attempts to curb tech transfers Apple Inc assembly partner Hon Hai Precision Industry Co (鴻海精密), also known internationally as Foxconn Technology Group (富士康科技集團), has recalled about 300 Chinese engineers from a factory in India, the latest setback for the iPhone maker’s push to rapidly expand in the country. The extraction of Chinese workers from the factory of Yuzhan Technology (India) Private Ltd, a Hon Hai component unit, in southern Tamil Nadu state, is the second such move in a few months. The company has started flying in Taiwanese engineers to replace staff leaving, people familiar with the matter said, asking not to be named, as the
The prices of gasoline and diesel at domestic fuel stations are to rise NT$0.1 and NT$0.4 per liter this week respectively, after international crude oil prices rose last week, CPC Corp, Taiwan (台灣中油) and Formosa Petrochemical Corp (台塑石化) announced yesterday. Effective today, gasoline prices at CPC and Formosa stations are to rise to NT$27.3, NT$28.8 and NT$30.8 per liter for 92, 95 and 98-octane unleaded gasoline respectively, the companies said in separate statements. The price of premium diesel is to rise to NT$26.2 per liter at CPC stations and NT$26 at Formosa pumps, they said. The announcements came after international crude oil prices
SinoPac Financial Holdings Co (永豐金控) is weighing whether to add a life insurance business to its portfolio, but would tread cautiously after completing three acquisitions in quick succession, president Stanley Chu (朱士廷) said yesterday. “We are carefully considering whether life insurance should play a role in SinoPac’s business map,” Chu told reporters ahead of an earnings conference. “Our priority is to ensure the success of the deals we have already made, even though we are tracking some possible targets.” Local media have reported that Mercuries Life Insurance Co (三商美邦人壽), which is seeking buyers amid financial strains, has invited three financial
CAUTION: Right now, artificial intelligence runs on faith, not productivity and eventually, the risk of a bubble will emerge,’ TIER economist Gordon Sun said Taiwanese manufacturers turned more optimistic last month, ending a five-month streak of declining sentiment as concerns over US tariffs, currency volatility and China’s overcapacity began to ease, the Taiwan Institute of Economic Research (TIER) said yesterday. The manufacturing business confidence index rose 1.17 points from June to 86.8, its first rebound since February. TIER economist Gordon Sun (孫明德) attributed the uptick to fading trade uncertainties, a steadier New Taiwan dollar and reduced competitive pressure from Chinese producers. Taiwan’s semiconductor industry is unlikely to face significant damage from Washington’s ongoing probe into semiconductors, given the US’ reliance on Taiwanese chips to power artificial
RSS