ASUS August revenue surges 51.17% year over year on AI server demand

  • ASUSTeK Computer reported August consolidated revenue of NT$94.955 billion.
  • Revenue rose 51.17% year over year, reaching the company's second-highest monthly figure.
  • ASUS raised its full-year server growth target from 100% to at least 150%.

ASUSTeK Computer reported August consolidated revenue of NT$94.955 billion, approximately $3.0 billion, up 12.87% from July and 51.17% from a year earlier, making it the company's second-highest monthly figure. AI server shipments, continued branded PC growth, recovering motherboard demand and the traditional peak season lifted all three major business lines. Revenue for the first eight months reached NT$645.188 billion, approximately $20.5 billion, up 42.30% year over year. Standalone branded revenue rose 13.3% month over month and 48.17% year over year to NT$89.239 billion, approximately $2.8 billion. ASUS raised its full-year server growth target for the second time, from 100% to at least 150%. It expects third-quarter growth across PCs, components and servers despite memory-cost and supply pressures, and plans up to $2.5 billion of overseas bond issuance to fund AI expansion and overseas procurement. ADLINK Technology also posted record August and eight-month revenue, showing that AI demand is extending from cloud infrastructure to edge AI (artificial intelligence processed near data sources).

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