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ASUS October Revenue Hits Record High on AI Server Demand
Electronic Technology · Computer Processing Hardware · economic_daily · 2026-11-09
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ASUS reported a record-breaking monthly revenue of NT$107.62 billion in October, driven by robust AI server shipments and the fulfillment of deferred orders.
What Happened
Revenue Performance: ASUS reported a record-breaking monthly revenue of NT$107.62 billion for October, representing a 10.7% monthly increase and a 62.3% year-on-year surge. Cumulative revenue for the first ten months reached NT$850.06 billion, marking a 41.1% increase compared to the same period last year.
Growth Drivers: The significant revenue boost is primarily attributed to strong AI server shipments and the successful recognition of previously deferred orders. ASUS has aggressively raised its annual AI server revenue growth target from 100% to 150%, reflecting high confidence in long-term market demand.
Product Strategy: The company has established a comprehensive footprint in both HGX architecture and NVL 72 GB300 products, which together account for approximately 90% of its server revenue. Management is scheduled to hold an earnings call on the 12th to provide further insights into Q3 financial results and future outlook.
Market Outlook: Co-CEO Samson Hu noted that order visibility for servers remains very positive, with general-purpose servers accounting for the remaining 10% of the segment. As AI infrastructure spending continues to expand, ASUS expects its server business to remain a primary engine for sustained growth.