TAIPEI (Taiwan News) — Asus said that following strong growth in its AI server revenue last year, it aims to expand the segment by more than 50% this year and increase the product’s presence in the US and Europe.

The company reported January revenue of NT$67.94 billion (US$2.2 billion), up nearly 80% from the same month last year, mainly driven by AI server sales. It expects full-year revenue to exceed NT$200 billion, per UDN.

Asus Senior Vice President Paul Ju (朱培蘭) said the company began promoting its AI servers in North America and Europe last year, helping the segment generate more than NT$100 billion in revenue.

Ju noted that Asus’ AI servers are mainly sold to smaller or regional cloud service providers rather than major US platforms like Google Cloud or Microsoft Azure. He added the company’s technology helps address resource limitations faced by these smaller CSPs.

To meet rising US demand, the company plans to expand its AI server production lines and has set up an assembly factory in California for semi-finished products. Ju noted that Taiwan’s factories may face power and labor challenges, adding the company is considering partnering with US firms for production.

Ju added that Asus has strong server R&D capabilities and complete production lines, providing customers with end-to-end solutions from product design and testing to software optimization.

To reduce the impact of US tariffs, Asus has also shifted production of PCs and motherboards destined for the US from its factories in China to facilities in Thailand, Vietnam, and Indonesia.

In addition to AI servers, Asus has developed new cooling technologies to handle the high power demands of Nvidia’s AI computing platforms, including the B300, GB300, and Rubin. One solution uses a water-cooling plate that flows coolant over the GPU, removing up to 80% of the heat.