Industrial computer maker Adlink Technology Inc (凌華科技) on Thursday said it expects revenue this quarter to grow from a year earlier, supported by potential front-loading orders ahead of the holiday season and a lower base last year.
Adlink mainly produces rugged embedded computers, and edge artificial intelligence (AI) computing platforms used in industrial, defense, aerospace and autonomous systems.
As the next quarter is a holiday season for overseas clients, some might pull in orders at the end of this quarter, boosting sales, Adlink Taiwan edge AI computing sales director Wilson Tang (唐汎恆) said at the Taipei Aerospace and Defense Technology Exhibition.
Photo: Fang Wei-chieh, Taipei Times
Growth momentum is expected to continue into the next quarter, but the annual growth would not be drastic, Tang said.
Revenue in the second half is likely to remain stable from the first half, keeping the company on track to post a double-digit percentage growth in revenue this year from last year’s NT$10.08 billion (US$333.6 million), he said.
The company’s revenue expanded about 24 percent year-over-year in the first eight months of this year to NT$7.67 billion, its data showed.
By region, Europe and the US accounted for about 50 percent of the company’s revenue in the first half of this year, the Asia-Pacific market 30 percent, with China covering 20 percent, the data showed.
As Adlink’s products are subject to tariffs under the ongoing Section 232 investigation, Tang said the company would share the tax burden with its clients.
Regarding its products equipped with Nvidia Corp’s next-generation Jetson Thor edge AI computing platform, Tang said they are still in the verification phase, with mass production slated for the end of this year.
The new Jetson Thor platform is expected to contribute meaningful revenue after the second quarter of next year, he said.
Jetson Thor is a platform based on Nvidia’s Blackwell graphics processing unit (GPU) microarchitecture, designed for autonomous machines, robotics and advanced embedded applications.
The company is also prototyping its new rugged embedded module, the VNX+, Tang said.
The new product is slated to enter mass production in the second half of next year, he said.
Clients have been placing small orders for its systems mainly used for uncrewed ships, medium-sized aircraft and uncrewed transport vehicles, he said.
Tang said that orders for its screen-equipped products are expected to grow steadily next year, driven by launches of new models powered by Arm Holdings and Intel Corp chips.
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