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Zero One Tech Q3 Profits Hit Record High Amid Strong AI Infrastructure Demand

Technology Services · Information Technology Services · economic_daily · 2026-11-02

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Taiwanese software service provider Zero One Tech reported record-breaking Q3 earnings, driven by surging demand for AI infrastructure across semiconductor and financial sectors.

What Happened

Record Earnings: Zero One Tech reported a record-breaking third quarter with a net profit of NT$362 million and earnings per share of NT$2.2. For the first nine months of the year, the company achieved an EPS of NT$5.83, reflecting robust year-over-year growth.

AI Market Momentum: The company is benefiting significantly from AI infrastructure deployments by major semiconductor manufacturers, financial institutions, and telecom operators. As a key partner for both NVIDIA and Google Cloud, Zero One is well-positioned to capitalize on the generative AI boom.

Positive Outlook: Analysts expect the company's growth trajectory to continue into the fourth quarter, with full-year profits likely to reach new heights. Increasing demand for generative AI computing is expected to drive further contract wins from enterprise clients.

Strategic Expansion: Subsidiary Lian-Da Information has secured the distribution rights for HPE in Taiwan, effective November 1st. This partnership expands the company's portfolio to include HPE's computing, storage, and AI-native networking solutions.

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