TAIPEI (Taiwan News) — Asus said its server orders are expected to remain strong this year, with revenue from the segment potentially doubling from last year, driven by rising demand for AI infrastructure.
At an investor conference on Tuesday, Asus reported first-quarter revenue of NT$194.05 billion (US$6 billion), up 44% year-on-year and a record high for a single quarter. However, net profit fell 8% year-on-year to NT$10.5 billion, per CNA.
The company forecasts that its second-quarter PC product revenue will rise by up to 15% year over year, while computer component revenue will remain flat compared with the first quarter. Its second-quarter server revenue is expected to grow 50% from the previous quarter.
Asus Co-CEO Samson Hu (胡書賓) said that rising demand for AI infrastructure has driven the company’s server revenue growth since the first quarter this year. He added that stronger demand for enterprise AI inference systems is expected to further boost server orders.
Hu noted the company has become a supplier for Nvidia’s next-generation AI computing platform, Vera Rubin. He added that Asus’ cooling and thermal management technologies are expected to improve the platform’s operations.
Meanwhile, Co-CEO Hsu Hsien-yueh (許先越) said the PC market is facing rising memory and CPU costs, which could lead to global PC price increases and a possible shipment decline of up to 15%. Despite weaker shipment volume, higher prices may still support modest growth in Asus’ PC revenue, Hsu added.
Asus also reported that its PC revenue grew 25% year over year in the first quarter, driven by strong demand for gaming PCs, high-end models, and AI PCs. Premium products accounted for 60% of the segment.
The company expects an AI notebook upgrade wave to begin this year. It has launched the ExpertBook Ultra AI laptop to capture this opportunity and continues to develop thinner laptops with stronger AI computing performance.
Beyond AI server and PC businesses, Asus has also expanded into an AI-powered robotics operation platform, which can coordinate virtual simulations with real-world robot performance.
