ASUSTeK Computer reported record quarterly brand revenue of NT$189.9 billion ($6.1 billion) in the third quarter, powered by enterprise-related segments including servers and commercial personal computers. The figure represents 21% year-over-year growth and marks the highest single-quarter revenue in the company’s history.
Net income reached NT$10.6 billion, translating to earnings per share of NT$14.2, with gross margin at 12.9% and operating margin at 4.4%. The Taiwanese hardware maker delivered NT$8.4 billion in operating income despite facing pressure from rising memory component costs.
The company’s enterprise business proved particularly robust, with commercial PC shipments climbing 50% from the prior year. AI-enabled Copilot+ PC revenue surged 80% year-over-year, while the firm maintained its 30% to 40% share of the high-end gaming PC market.
Graphics cards and server products drove growth in the components division, which posted 50% to 60% revenue gains from the previous year. The company’s RTX 50 series graphics cards now comprise over 80% of its GPU shipment mix, while management indicated that B300 and GB300 AI server systems began ramping up production in late September.
ASUSTeK’s motherboard business retained its global leadership position with more than 40% market share. Gaming monitor sales, particularly OLED models, generated double-digit revenue increases as the company’s Republic of Gamers brand continued to expand.
The firm provided fourth-quarter guidance projecting PC revenue to decline 10% to 15% sequentially while remaining roughly flat year-over-year. Components and server revenue is expected to decrease 5% to 10% from the third quarter but grow 40% to 50% compared with the prior year period.
