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Qisda Forecasts AI Server Revenue Surge; 1.6T Switch Shipments to Begin
Electronic Technology · Computer Communications · economic_daily · 2026-11-09
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Qisda expects a five-fold increase in AI server revenue next year, with 1.6T high-speed switch shipments starting at the end of this year.
What Happened
AI Business Outlook: Qisda is aggressively expanding into AI, projecting a five-fold increase in AI server revenue next year. The company has identified AI vision, infrastructure, solutions, and healthcare as its four core pillars, accelerating the transition to mass production.
Product Milestones: Chairman Chen Chi-hung announced that small-batch shipments of AI servers and 1.6T high-speed switches will commence by year-end. These products are expected to contribute significantly to group revenue starting in the second quarter of next year.
Financial Performance: Qisda's high-value business segment exceeded NT$30 billion in Q3 revenue, a four-year high, with net profit reaching NT$548 million. The company remains confident in the long-term growth trajectory of its networking, medical, and smart solution segments through 2027.
Market Strategy: The smart solutions division is targeting AI data center infrastructure and edge AI, actively pursuing Tier 2 and Tier 3 clients. Meanwhile, the networking division expects double-digit growth this quarter, supported by improved component availability and strong order demand.