Gigabyte Technology reported record profitability for both the second quarter and first half of 2026 as AI computing demand accelerated. Net profit in the April-June period reached NT$6.61 billion, up 25.4% from the prior quarter and 116.6% from a year earlier, while revenue rose to NT$144.21 billion and earnings per share climbed to NT$9.86. First-half net profit totaled NT$11.87 billion, up 92.6% year-over-year, on revenue of NT$249.27 billion, also a record for the period. The company said order visibility has improved as AI customer deployments speed up, and management expects revenue and operating growth in the second half to exceed the first half as infrastructure progress and component supply improve. To support that expansion, Gigabyte lifted its full-year capital expenditure (capex, spending on buildings and equipment) plan to NT$2.8-3 billion from NT$2.3-2.5 billion and approved a cash capital increase tied to a global depositary receipt (GDR, overseas-listed share certificate) offering of 40 million to 50 million new common shares. Analysts said the quarter-on-quarter margin decline reflected a higher mix of AI servers, which typically carry lower hardware gross margin (revenue left after direct production costs) than motherboards and graphics cards, while the rise in first-half operating margin suggested core profitability continued to improve.