Leadtek Research Inc (麗臺), a distributor of graphics cards, and artificial intelligence (AI) workstations and servers, yesterday said that it expects revenue growth next year to match the growth pace of Nvidia Corp, as supply constraints ease.
The company in August reported delayed shipments of Nvidia Corp’s RTX 50-series graphics cards, which are widely used for gaming, video editing and professional applications.
Shipments of the RTX PRO 6000 series — typically used for professional purposes such as AI model training and medical imaging — were also delayed, Leadtek said.
Photo courtesy of Leadtek Research Inc
As supply constraints for both products have since eased, Leadtek expects next year’s growth to be driven by those products, Richard Chou (周世偉), general manager of Leadtek’s computer business unit, told reporters on the sidelines of an earnings conference.
Nvidia’s AI supercomputer, the NVIDIA DGX Spark, would also help drive revenue next year, Chou said.
The firm has shifted its focus from consumer-oriented GeForce graphics cards — including the RTX 50 series — to higher-end AI application workstations and servers, with next year’s emphasis largely on the RTX Pro series, Chou said.
Specifically, the RTX Pro 6000 would be Leadtek’s key product next year, as enterprises, government agencies and research institutions have expressed interest in self-built large language models, driving demand for graphics cards with greater memory capacity, he said.
A surge in memorychip prices had a limited effect on the company’s operations, as most of the memory chips used in its products are GDDR — mainly for graphics cards — rather than DDR4 or DDR5 used in systems, which have borne the brunt of the price increases, the company said.
The effects have also been limited because most of the products shipped to Nvidia come with complete memory configurations, Chou said.
The company expects China to account for about 70 percent of its total revenue next year, Leadtek president Jerry Liang (梁傳杰) said.
It plans to expand into other markets, including Thailand and South Korea, aiming to eventually split revenue evenly between China and non-China markets, Liang said.
The company also makes its own-brand graphics cards for professional work stations and AI solutions, he said.
Overall, China accounted for about 70 percent of the company’s total revenue this year, while Taiwan made up about 30 percent, he said.
US tariffs had limited effect on its shipments to the US, mostly virtual PC products, the company said.
However, it is closely monitoring the outcome of an investigation under Section 232 of the US Trade Expansion Act, it added.
Most of the company’s virtual PC products fall under the US government-promoted “zero trust” cybersecurity model, but the suspension of procurements has partially affected its shipments to the US market, Liang said.
Leadtek reported net income of NT$7.38 million (US$234,092) in the first three quarters of this year, compared with a net loss of NT$309.8 million in the same period last year.
Earnings per share in the period rose to NT$0.09 from losses per share of NT$3.71 in the same period last year.
Revenue rose 22.05 percent year-on-year to NT$3.51 billion in the first three quarters of this year.
Cairo’s new monorail slices across the city skyline, running above the familiar chaos of blaring horns and aging buses’ exhaust fumes that mark rush hour below. The US$4.5 billion monorail, opened this month, is among Egypt’s most prominent new transport projects, part of a debt-funded infrastructure drive criticized for sapping state finances while bringing limited benefits to most of the country’s 109 million people. “It feels like you’re in a different country,” said Ramy Sayed, a restaurant manager, aboard a driverless Innovia 300 train. “No noise, no traffic, we’re not used to this.” The eastern line runs 56km from the bustling middle-class
Taiwanese firms have increased investment in the Philippines in recent years as Manila’s ties with Washington deepen and global supply chains continue to shift away from China, an expert at the Chung-Hua Institution for Economic Research (CIER, 中華經濟研究院) said yesterday. The Philippines had not been among Taiwanese investors’ top choices in Southeast Asia, CIER Taiwan ASEAN Studies Center director Kristy Hsu (徐遵慈) said at a seminar in Taipei. However, Taiwan’s investment in the country has grown significantly since the COVID-19 pandemic, reaching US $257 million last year, a high in recent years, she said. Although Taiwan’s total investment in the Philippines still lags
Starlux Airlines Co (星宇航空) today unveiled a long-haul network expansion plan at a shareholders’ meeting in Taipei, including direct flights to Barcelona, Spain, and Zurich, Switzerland, as well as a service connecting Taipei, Sydney and New Zealand. Starlux is to become the first Taiwanese carrier to offer non-stop services to the two European cities, while the inaugural oceanic route is expected to expand transit opportunities within the Australia-New Zealand market, Starlux said. Flight services to Chicago, Dallas, Washington and New York are under evaluation, the airline added. Prior to the shareholders’ meeting, the airline earlier this year announced that it would be
Intel Corp regards Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) as a longstanding partner, as the US chipmaker would continue outsourcing production of advanced chips to TSMC, Intel chief executive officer Lip-Bu Tan (陳立武) said yesterday. “I don’t look at people as competitors. I look at the collaboration... Nvidia is also, you know, a good friend,” Tan told a news conference following his keynote speech at the Computex trade show in Taipei. “It’s a very trusted partnership for us... We are a big, top customer for them, and we’re going to continue doing that,” he said, referring to TSMC, the world’s largest foundry
RSS