GOOD WITH THE BAD:

The forecast looks rosy for the most part from AI to gaming sectors, but acute price turbulence for key components could pose a challenge

By Meryl Kao / Staff reporter

Asustek Computer Inc (華碩) yesterday said revenue this quarter is expected to remain strong, driven by robust growth in its artificial intelligence (AI) server business and a sequential rebound in PC sales.Revenue last quarter increased 2 percent quarter-on-quarter and surged 44 percent year-on-year to a record NT$194.05 billion (US$6.16 billion), supported by robust growth in AI infrastructure deployments and rising penetration rates of AI PCs, Asustek chief financial officer Nick Wu (吳長榮) told an earnings conference. The systems business accounted for 46 percent of total revenue last quarter, followed by the open platform segment at 26 percent, and server and infrastructure solutions at 28 percent, the company said.

Asus logos are seen in this illustration taken August 19, 2025.