Asustek Computer Inc
TWSE:2357

Watchlist Manager
Asustek Computer Inc Logo
Asustek Computer Inc
TWSE:2357
Watchlist
Price: 602 TWD -1.15% Market Closed
Market Cap: 447.1B TWD

Asustek Computer Inc
Investor Relations

Once a modest player in the gargantuan realm of the tech industry, Asustek Computer Inc., commonly known as ASUS, has elegantly carved its niche on the global stage by blending innovation with robust engineering. Founded in 1989 in Taipei, Taiwan, by a quartet of engineers, ASUS rapidly evolved from a motherboard manufacturer into a versatile tech powerhouse. The company's journey is a testament to strategic foresight, consistently aligning its offerings with the shifting demands of technology-savvy consumers. With an expansive portfolio that spans laptops, desktops, smartphones, and other digital devices, ASUS delivers not just products but comprehensive technological ecosystems. This blend of cutting-edge design and performance has allowed the company to navigate the tumultuous waters of the tech industry, serving both end consumers and enterprise clients effectively.

ASUS’s financial prowess is intricately linked to its diversified revenue streams, with its standout product lines often leading market trends. The company thrives on its ability to design and manufacture hardware components, but its flagship laptops and gaming products, particularly under the Republic of Gamers (ROG) brand, have cemented its status as a market leader. While innovation is at the core of ASUS’s operational ethos, the strategic emphasis on quality and user experience is what truly sets it apart from competitors. By maintaining a keen eye on technology trends and consumer behavior, ASUS not only sustains its profit margins but also cultivates brand loyalty amidst a fiercely competitive market. Through astute vertical integration and a solid global supply chain, ASUS continues to bolster its market share, transforming technological potential into concrete financial performance.

Show more
Loading
2357
Taiwan Weighted Index
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 11, 2025
AI Summary
Q3 2025

Record Revenue: ASUS achieved all-time high brand revenue of TWD 189.9 billion in Q3 2025, up 21% year-over-year, driven by growth in enterprise-related segments.

Profitability: Gross margin improved to 12.9% and operating margin hit 4.4%, benefiting from stable tariffs and exchange rates.

AI Server Momentum: AI server revenue doubled year-on-year and now accounts for nearly 20% of total company revenue, with strong shipment momentum for new models.

Guidance: Q4 PC shipments are expected to decline 10–15% quarter-over-quarter, while components and servers may fall 5–10% QoQ but grow 40–50% YoY.

AI PC Strategy: ASUS holds over 25% share of the global AI PC market and remains focused on expanding both hardware and software for AI PCs.

Inventory & Cost Management: Management proactively increased inventory to cushion against memory price hikes, with limited short-term margin impact expected.

Gaming Segment Strength: Gaming remains the largest business, with new ROG Ally products driving strong sales and graphics card market share above 30%.

Key Financials
Brand Revenue
TWD 189.9 billion
Operating Income
TWD 8.4 billion
Net Income
TWD 10.5 billion
EPS
TWD 14.2
Gross Margin
12.9%
Operating Margin
4.4%
Interest Income
TWD 600 million
Investment Gains
TWD 1.06 billion
FX Gains
TWD 1.2 billion
Dividend Income
TWD 960 million
Total Nonoperating Income
TWD 3.7 billion
Cash and Cash Equivalents
TWD 62 billion
Inventory Turnover
98 days
Cash Conversion Cycle
102 days
Systems Business Revenue Mix
53%
Open Platform Revenue Mix
45%
IoT Revenue Mix
2%
Asia Revenue Mix
46%
Europe Revenue Mix
32%
Americas Revenue Mix
22%
AI Server Revenue Share
close to 20%
Consumer PC Copilot+ Revenue Growth
over 80% QoQ growth
Copilot+ Share of Non-Gaming Consumer Notebooks
over 25%
Gaming PC High-End Market Share
over 30%
Commercial PC Shipments Growth
more than 50% YoY
Open Platform Group Revenue Growth
up 50% to 60% QoQ
Server Revenue Growth
more than doubled QoQ
Graphics Card Revenue Growth
over 30% QoQ
Monitor Revenue Growth
more than 20% QoQ
Gaming Accessories Revenue Growth
20% QoQ
IoT Revenue Growth
10% to 15% QoQ
AI PC Global Market Share
over 25%
ROG Ally Q3 Sales Contribution
TWD 3 billion to TWD 5 billion
RTX 50 Series Graphics Card Share
over 30%
Other Earnings Calls

Management

Mr. Jonney Shih
Chairman & Chief Branding Officer
No Bio Available
Mr. Hsien-Yuen Hsu
Co-CEO, GM & Director
No Bio Available
Mr. Shi Chang Hsu
Vice Chairman & Chief Strategy Officer
No Bio Available
Mr. Jonathan Tsang
Group President & Director
No Bio Available
Mr. Nick Wu
Chief Financial Officer
No Bio Available
Mr. Min-Chieh Hsieh
COO & Director
No Bio Available
Ms. Winnie Liu
Chief Accountant & Comptroller
No Bio Available
Ms. Francy Jeng
Corporate Governance Officer
No Bio Available
Mr. Yi-Chang Lee
Global Vice President
No Bio Available

Contacts

Address
TAIPEI
Taipei City
No. 15, Li-Te Road, Peitou District
Contacts
+886228943447.0
www.asus.com.tw