Reported 9 months ago
ASRock (3515) anticipates a surge in demand for AI servers from new clients, with the peak expected in the fourth quarter. The company's shipments include NVIDIA's GB200, set for delivery to customers after the first quarter of next year. ASRock's AI server products mainly focus on whole systems or cabinets, aiming to expand overall server business revenue with high ASP. The company's server business has seen significant growth this year, especially with cloud service providers, leading to positive effects on revenue and profitability. ASRock plans to continue its strong performance in the second half of the year, particularly in the AI server business. While facing a slowdown in consumer electronics in the second quarter, the company has raised its operating targets due to robust server business performance.
Source: YAHOO