Giga-Byte Technology anticipates stronger-than-usual second quarter performance as the hardware maker navigates US tariff uncertainties and persistent high-end graphics card shortages, according to statements made at a Cathay Securities online investor conference.
The company has begun shipping GB200 chips to customers for testing, primarily targeting European and Asian markets, while preparing to launch new GB300-based products in the third quarter to catch up with competitors Asus and Dell.
North American markets contribute just under 20% of Giga-Byte’s revenue, with manufacturing primarily split between Taiwan (30%) and China facilities. The company’s Malaysian server assembly line has commenced operations, while its new US factory has obtained operational permits and begun limited server shipments.
Graphics card demand has remained robust since late 2024, with supply constraints affecting revenue recognition. Gigabyte expects supply to improve in the second quarter, potentially boosting financial performance.
The firm’s 2024 revenue reached NT$265.15 billion (US$8.3 billion), a 93.9% year-on-year increase, while net income rose 125% to NT$10.76 billion (US$336 million). Despite concerns over potential US tariffs, Gigabyte maintains its double-digit growth target for 2025.
