2357
에이수스
Suppliers
ASUSTeK Computer
Customers
Competitors
ASUSTeK Computer posted Q2 2026 revenue of NT$466.1B and net income after tax of NT$31.5B, delivering basic EPS of NT$38.83 for the quarter. Operating income of NT$32.9B implies an operating margin of approximately 7.1%, with an additional NT$7.2B net non-operating contribution supporting the bottom line. The result is a standout for the PC and peripheral equipment sector, where margins at this revenue scale are well above typical industry benchmarks.
Notes
ASUS is a top-tier global PC brand and the leading consumer motherboard vendor, with growing exposure to AI servers via NVIDIA HGX/MGX systems built on TSMC-fabricated GPUs. It is also a major NVIDIA add-in-board partner alongside MSI and Gigabyte. Margins remain pressured by consumer PC cyclicality and component cost swings.
ASUSTeK's board of directors has resolved to issue its second series of offshore, unsecured convertible bonds (CBs). Convertible bonds represent a form of hybrid financing that can be converted into equity, making this material to investors as it introduces potential share dilution alongside fresh capital for the company. Full body available on MOPS.