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ASUS August Revenue Hits Record High on Strong AI Server Demand

Electronic Technology · Computer Peripherals · economic_daily · 2026-09-09

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ASUS reported a record-breaking August revenue of NT$94.96 billion, driven by robust shipments in AI servers and PC products, signaling a strong growth outlook.

What Happened

Revenue Performance: ASUS announced a consolidated revenue of NT$94.96 billion for August, marking a 12.9% monthly increase and a 51.2% year-on-year surge. This performance represents a record high for the month, with year-to-date revenue reaching NT$645.19 billion, up 42.3% compared to last year.

Growth Drivers: The company's growth is primarily fueled by sustained demand for AI servers, personal computers, and motherboards. Analysts expect the company to maintain double-digit quarterly growth, potentially leading to record-breaking annual financial results.

Strategic Pivot: ASUS is reorganizing its AIoT business into a new "Physical AI Solutions Business Group" to focus on robotics and real-world AI applications. Executives noted that this shift reflects a strategy to integrate AI into physical systems, enhancing the company's competitive edge.

Profit Outlook: Following a record-breaking second quarter with earnings per share of NT$25.64, the company remains optimistic about its future. Market experts anticipate that the AI server segment will continue to scale rapidly, with expectations for annual revenue in that category to more than double.

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