Revenue and Profit Growth
Quarter one 2025 revenue was TWD135.2 billion, up 18% year-over-year. Operating profit was TWD11.5 billion, a 147% increase year-over-year, driven by growth in PC, laptop, and server shipments.
Improved Gross Margins
Product gross margin improvements were noted, particularly in the component business, thanks to the introduction of a new gaming platform.
Net Income and EPS Growth
Net income after tax for quarter one was TWD12.8 billion, up 135% year-over-year, with EPS at $7.2.
AI PC and Gaming Expansion
AI PC shipment grew 30% quarter-on-quarter, and gaming PC shipment volume for quarter two is expected to see a Q-o-Q growth exceeding 30%.
AIoT Business Growth
The AIoT business group reported a 10% to 15% year-on-year growth, driven by Asus NUC Mini PCs and other AIoT products.