Record-Breaking Q2 Revenue
Q2 revenues reached TWD1.79 trillion, representing a 16% increase YoY and a record high for the same period in previous years. In US dollars, this represents an approximately 18.6% YoY increase.
Improved Operating Profit Margin
Operating profit margin increased by 0.28 percentage points YoY to 3.16%, primarily due to a lower expense ratio with expenses increasing by only 4% compared to a 16% revenue growth.
AI Server Revenue Growth
AI server revenue is expected to increase by over 170% YoY in Q3, with server rack shipments expected to triple QoQ. Full-year AI server-related revenue is anticipated to exceed TWD1 trillion.
Strong Demand for AI and Cloud Products
Cloud and Networking Products reached 41% of the product mix, increasing significantly by 9 percentage points compared to the same period last year, driven by strong growth in AI servers.