TAIPEI (Taiwan News) — Taiwanese networking equipment maker Accton Technology reported record monthly revenue for the third consecutive month in June, driven by sustained demand for AI data center infrastructure.
The company on Monday posted consolidated revenue of NT$39.56 billion (US$1.2 billion) for June. The figure was up 38.19% from May and 61.16% from the same period a year earlier, according to Anue and CTEE.
Second-quarter revenue reached a record NT$95.54 billion, marking the first time the company's quarterly revenue has exceeded NT$90 billion. The figure rose 36% from the previous quarter and 58% from the same period last year, according to MoneyDJ.
For the first six months of the year, consolidated revenue climbed to a record NT$165.66 billion, a 60.28% year-on-year increase. The company has strengthened its position in the AI networking infrastructure supply chain in recent years, with continued growth across its three main product categories: optical communications, network switches, and integrated rack solutions.
Optical communications products have remained the strongest growth driver. The light-based technology enables high-speed data transmission with minimal signal loss, according to Pocket Securities.
Integrated rack solutions have become one of Accton's fastest-growing businesses, reflecting rising demand for pre-integrated AI server systems. The solutions combine servers with supporting components such as power distribution units and liquid-cooling systems into complete rack-scale systems, according to Sinotrade.
Accton said US customers have continued expanding AI server deployments since late last year, supporting demand for its high-speed 800G networking products through the first half of the year. Shipments of higher-end switches also increased, helping lift the value of its product lineup.
Looking ahead, Accton said demand for 800G switches from data center customers remains stable. New AI accelerator cards also entered mass production in the middle of the second quarter, adding to future growth opportunities.
