Asustek Computer Inc. · TWSE:2357
Asustek Computer — Q1 2026 Earnings Presentation
10 slides from Asustek Computer's earnings presentation, May 2026
Slide 1: ASUSTeK 1Q 2026 Investor Conference
ASUSTeK 1Q 2026 Investor Conference
Slide 2: Q&A
FUSS _INSEARCH OF INCREDIBLE Q&A
Slide 3: Q1: Server revenue growth target, VR200 shipment timeline, order visibility
1. What is ASUS's server revenue growth target for 2026, what is the expected shipment timeline for the VR200, and could you provide an update on the current order visibility? A: Please refer to webcast 30:44.
Slide 4: Q1: 2H26 PC demand and seasonality outlook
1. What is ASUS‘s view on 2H26 PC demand? Has the traditional Q3 peak season seasonality changed due to consumers purchasing in advance? What is ASUS’s view on global PC shipment YoY for 2026, as well as the YoY outlook for ASUS's own PC shipments and PC revenue? A: Please refer to webcast 32:42.
Slide 5: Q3: Q2 operating results guidance, volume and price trend
3. Regarding the 10-15% guidance for Q2 operating results, what is the trend in terms of volume and price? Does the company also expect OPM% to continue expanding in Q2?" A: Please refer to webcast 37:52.
Slide 6: Q4: Server growth momentum and profit margin
4. Could you share whether the primary momentum for the 100% server growth this year is coming from the addition of new customers or growth in other areas? If the server business has reached a healthy profit margin, what range would that roughly fall into?" A: Please refer to webcast 39:52.
Slide 7: Q5: Mac Neo impact, chip executives, DRAM price hikes
5. Regarding the current market impact of the Mac Neo, does ASUS have a corresponding product strategy? Regarding the potential situation of senior executives transferring between key chip companies like Qualcomm and Intel, will this affect future product strategies and architectures? What are
Slide 8: Q6: NVIDIA Vera Rubin platform timeline and AI server ramp
6. Has the next-generation NVIDIA Vera Rubin platform's specifications and launch timeline been confirmed? Is ASUS confirmed to be in the first wave of the launch, and what is the timeline for the ramping up of AI server orders and the revenue target for the full year? A: Please refer to webcast 49:
Slide 9: Q7: Memory and CPU supply status
7. What is the current status of memory and CPU supply? Is the shipment strategy primarily focused on high-end products? A: Please refer to webcast 51:06.
Slide 10: Q8: IS BG mix of AI servers and general servers
8. In terms of IS BG, what are the respective proportions of AI servers and general servers? Looking ahead to future quarters and years, will general servers show significant growth?" A: Please refer to webcast 53:53.