Quanta Computer reported August consolidated revenue of NT$423.971 billion, approximately $13.5 billion, up 15.8% from July and 177.5% year over year, setting an all-time monthly record. Its first-eight-month revenue reached NT$2.64 trillion, up 102.6% year over year and also a record, while notebook shipments fell to 2.6 million units from 2.8 million in July and declined 36.58% from a year earlier. AI servers, particularly systems using NVIDIA’s GB300 platform, remain Quanta’s main growth engine as Vera Rubin shipments increase and a major platform transition is expected in the fourth quarter. ASUSTeK Computer reported August consolidated revenue of NT$94.955 billion, approximately $3.0 billion, up 12.87% month over month and 51.17% year over year, its second-highest monthly figure. ASUS’s first-eight-month revenue reached NT$645.188 billion, up 42.30%, and the company raised its full-year server growth target from 100% to at least 150%. ADLINK Technology also posted record August and first-eight-month revenue, indicating that AI demand is extending from cloud infrastructure to edge AI.