ASUSTeK Computer Inc. researches, develops, designs, manufactures, sells, and repairs 3C information products across Taiwan, China, Singapore, Europe, the United States, and other international markets. Its offerings include phones and accessories; laptops for home, work, creators, students, and gaming; monitors, projectors, all-in-one and tower PCs, gaming tower PCs, NUCs, mini-PCs, and accessories; and motherboards, graphics cards, cases, cooling, power supply units, sound cards, optical drives, data storage, and external graphics docks. The company also provides networking, IoT, and server products such as Wi-Fi 7 and 6 routers, whole-home mesh Wi-Fi systems, and business network solutions, along with wired networking, intelligent robots, AIoT and industrial solutions, servers, and smart home products. Additional offerings include accessories (keyboards, mice, mouse pads, headsets, audio, streaming kits, apparel, bags, gear, cases, protection, adapters, chargers, docks, dongles, cables, power banks, controllers, and gimbals), internet information services, hardware maintenance and operating services, IT services, communication products, and real estate leasing. It further supplies ink-jet print heads and digital image output technology, high-speed analog circuits, industrial and medical computers, interface cards, and medical robots; invests in computer peripheral, internet service, and automotive electronics businesses; and researches, develops, sells, and consults on information system software, while providing marketing support and repair services for medical computers and peripherals. Founded in 1989, ASUSTeK Computer Inc. is headquartered in Taipei City, Taiwan.
ASUS beats on Q2 earnings, pivots hard into AI hardware
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PC demand softens on higher component costs Global PC shipments fell 3.6% year-on-year in Q2 2026 as memory and storage costs pushed prices up 20-40%, and about 60% of channel partners said customers were delaying or cancelling refreshes. That weakens ASUS's core PC business, a drag on the stock.
Shows the demand headwind hitting ASUS's main business, the counterweight to the AI story.
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Q2 earnings beat with 38.5% revenue growth ASUS reported Q2 GAAP EPS of NT$25.60 on revenue of NT$241.06 billion, up 38.5% from a year earlier, and gave a third-quarter outlook. Strong profit growth reassures investors that the business is expanding despite weak PC unit demand.
The single biggest company-specific fact this period, directly moving the stock.
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AI optimism lifts peers and ASUS shares Lenovo shares jumped 22% on a big revenue beat, with analysts calling AI-driven growth structural. ASUS rose 10% the same day after reporting a 61% increase in first-half operating profit, showing investors are re-rating PC makers as AI plays.
Explains the market mood and money flowing into the sector that lifted ASUS's price.
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ASUS pushes into AI PCs, servers and AI factories At IFA and AI Tech 2026, ASUS launched ProArt laptops with NVIDIA RTX Spark for local AI, plus servers and edge computers with Intel, AMD and NVIDIA, and a unified AI factory platform. This opens new, higher-margin revenue beyond PCs.
Shows the new growth engine investors are pricing in, the main reason for optimism.
Q3 2026
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ASUS beats on Q2 earnings, pivots hard into AI hardware
▼
PC demand softens on higher component costs Global PC shipments fell 3.6% year-on-year in Q2 2026 as memory and storage costs pushed prices up 20-40%, and about 60% of channel partners said customers were delaying or cancelling refreshes. That weakens ASUS's core PC business, a drag on the stock.
Shows the demand headwind hitting ASUS's main business, the counterweight to the AI story.
▲
Q2 earnings beat with 38.5% revenue growth ASUS reported Q2 GAAP EPS of NT$25.60 on revenue of NT$241.06 billion, up 38.5% from a year earlier, and gave a third-quarter outlook. Strong profit growth reassures investors that the business is expanding despite weak PC unit demand.
The single biggest company-specific fact this period, directly moving the stock.
▲
AI optimism lifts peers and ASUS shares Lenovo shares jumped 22% on a big revenue beat, with analysts calling AI-driven growth structural. ASUS rose 10% the same day after reporting a 61% increase in first-half operating profit, showing investors are re-rating PC makers as AI plays.
Explains the market mood and money flowing into the sector that lifted ASUS's price.
▲
ASUS pushes into AI PCs, servers and AI factories At IFA and AI Tech 2026, ASUS launched ProArt laptops with NVIDIA RTX Spark for local AI, plus servers and edge computers with Intel, AMD and NVIDIA, and a unified AI factory platform. This opens new, higher-margin revenue beyond PCs.
Shows the new growth engine investors are pricing in, the main reason for optimism.
News & notes moving2357.TW
United StatesTaiwan
Artificial Intelligence▲2
ASUS Googlebook 14 Launches in US at $1,299
ASUS announced that the ASUS Googlebook 14 (CX9406CAA) is now available for purchase in the United States, priced at $1,299.00, online at the ASUS Store and Best Buy. The 14-inch ultraportable is the first-ever ASUS laptop designed for Gemini Intelligence, built on a shared Android foundation for seamless integration with Android phones. It weighs just 2.18lbs and measures 0.43 inches thin, with a CNC-machined magnesium-aluminum chassis finished in Dusk Ash and protected by Nano Ceramic Technology, tested to US military-grade MIL-STD 810H and ASUS Superior Durability standards. The laptop runs an Intel Core Ultra 5 325 processor with 16GB LPDDR5X memory and up to a 512GB PCIe 4.0 SSD, and features a 14-inch 16:10 3K OLED HDR touchscreen with up to 1000 nits peak HDR brightness and a 120Hz refresh rate, a six-speaker audio system, and a 70Wh battery rated at up to 18 hours of battery life. Every purchase includes up to $500 in additional value through a curated bundle of apps and services, most notably 12 months of Google AI Pro and 5TB of cloud storage, plus three months of YouTube Premium, Adobe Premiere Pro, Adobe Photoshop, and CapCut Pro, along with 12 months of Luminar and GeForce NOW.
Artificial Intelligence › Edge & On-device AI Silicon ▲Demand
2357.TW · Technology · Positive ASUS launches the Googlebook 14, its first laptop designed for Gemini Intelligence, in the US at $1,299.
INTC · Demand · Positive The ASUS Googlebook 14 runs on an Intel Core Ultra 5 325 processor, a design win for Intel.
BBY · Demand · Positive Best Buy is a named retail launch partner selling the new ASUS Googlebook 14 in the US.
GOOG · Demand · Positive The laptop is built for Gemini Intelligence and bundles 12 months of Google AI Pro and 5TB cloud storage, driving Google service adoption.
ADBE · Demand · Positive Every ASUS Googlebook 14 purchase includes three months of Adobe Premiere Pro and Photoshop, expanding Adobe's user base.
Chinese State Funds Backed Purchase of Restricted Nvidia AI Chips, Report Says
A Chinese state-backed financing entity funded the purchase of restricted Nvidia processors, according to a Bloomberg News report citing Chinese regulatory filings. The financing, provided by Semi-Tech Leasing Group Co., supported the purchase of more than 700 servers by AI infrastructure developer Glory View Technology Co., and filings with the People's Bank of China cited by Bloomberg show at least one transaction explicitly funded 32 Asustek Computer Inc. servers powered by Nvidia's high-performance B300 Blackwell chips. Nvidia told Bloomberg it is investigating the matter with its equipment manufacturing partners, while Asus reiterated its commitment to international export control regulations. Semi-Tech Leasing, originally established with backing from China's national semiconductor fund and now predominantly controlled by municipal government entities in Shenzhen and Beijing, has deployed more than 11 billion yuan, or $1.6 billion, into compute infrastructure. Under sale-and-leaseback arrangements initiated in mid-2025, Glory View secured over 3 billion yuan, or $450 million, to expand data center capacity, with most of the procured hardware slated for a major China Mobile Ltd. computing hub in Ningxia. After initial scrutiny, Semi-Tech Leasing resubmitted altered filings to Chinese credit registries that removed specific hardware descriptions, supplier details, and server model designations.
Artificial Intelligence › AI Server OEM & System Integration ▼Regulation
Artificial Intelligence › AI Compute Cloud & Neoclouds Regulation
NVDA · Tariff · Negative Report says restricted Nvidia B300 Blackwell chips reached China via state-backed financing, exposing Nvidia to export-control scrutiny it is investigating.
Semi-Tech Leasing Group Co. · Regulation · Negative Semi-Tech Leasing resubmitted altered filings removing hardware and supplier details after scrutiny of its financing of restricted Nvidia chip purchases.
301396.CS · Capital · Neutral Glory View secured over 3 billion yuan in sale-and-leaseback financing to expand data center capacity, but the report frames this around restricted-chip purchases.
2357.TW · Tariff · Negative At least one transaction funded 32 Asustek servers powered by restricted Nvidia B300 chips, and Asus had to reiterate its export-control compliance.
600941.CG · Demand · Neutral Most procured hardware is slated for a China Mobile computing hub in Ningxia, but the article gives no clear positive or negative for China Mobile itself.
Google Opens Pre-Orders for Googlebook Premium Laptop Starting at $899
Alphabet's Google has opened pre-orders for Googlebook, a new premium laptop category for Android users built around its Gemini AI tools. Starting at $899, the first models come from Acer, Asus, Dell, HP and Lenovo, running on Intel or Qualcomm chips with up to 14 hours of battery life. The launch marks Google's first flagship ChromeOS attempt since the Pixelbook in 2017 and Pixelbook Go in 2019, pushing the Chromebook formula from low-end student hardware into premium territory with tighter Android integration and Gemini features that draft and organize text, answer questions about on-screen content, and resume tasks handed off from an Android phone. The move comes as Apple pushes down-market in pricing with its $699 MacBook Neo. Alphabet shares were up 1.48% intraday.
ASUS Unveils Integrated AI Factory Platform at AI Tech 2026
At ASUS AI Tech 2026 in Seoul, ASUS unveiled a unified AI factory platform that integrates accelerated computing, networking, storage, deployment software, AI operations, and governance, partnering with NVIDIA and other technology firms including Aleria, AMD, Crusoe, Foxlink, IBM, Intel, Samsung, Schneider Electric, and WD. The platform aims to help enterprises shorten time to first token, accelerate time to revenue, and optimize infrastructure efficiency while maintaining trusted AI at scale. ASUS also introduced new hardware, such as the ASUS AI POD XA VR721-E3 built on NVIDIA Vera Rubin NVL72, which delivers 10 times the performance per watt versus the prior generation, and the enterprise-ready XA NR1I-E12LR and XA NR1I-E12L based on NVIDIA HGX Rubin NVL8. For agentic AI, the XA P2N-E2 supports up to two dual-slot NVIDIA GPUs, while the ESC8000-E12P and PE3000N extend acceleration to edge and visual computing. The company emphasized that AI governance starts before the first token, using simulation and digital twin environments to validate deployments, and extends through operations with tools like the ASUS AI Software Stack and Turnkey AI Applications. ASUS Senior Vice President Paul Ju stated that infrastructure performance and AI governance can no longer be addressed separately, as AI factories evolve into always-on production environments.
2357.TW · Technology · Positive ASUS unveiled its integrated AI factory platform and new AI POD/edge hardware at AI Tech 2026
NVDA · Demand · Positive ASUS's new AI POD and HGX Rubin systems are built on NVIDIA Vera Rubin NVL72 and HGX Rubin NVL8 platforms, driving demand for NVIDIA hardware
ASUS Expands AI Infrastructure Ecosystem with Intel and AMD
At ASUS AI Tech 2026, ASUS announced the expansion of its AI infrastructure ecosystem through strategic collaborations with Intel, AMD, and partners including Aleria, Foxlink, IBM, Samsung, Schneider Electric, and WD. The company showcased new servers powered by Intel Xeon 6 and AMD EPYC 9006 Series processors, as well as AMD Instinct MI350P accelerators, designed for enterprise and AI workloads. For industrial edge applications, ASUS introduced the RUC-2000 series embedded computer with Intel Core Ultra Series 3 processors, offering up to 180 AI TOPS in a rugged, fanless design. These products aim to support AI deployment from cloud to edge, ensuring data confidentiality and compliance in sectors like healthcare and manufacturing.
Artificial Intelligence › Edge & On-device AI Silicon ▲Technology
2357.TW · Technology · Positive ASUS announced expansion of its AI infrastructure ecosystem with new servers and edge computers at ASUS AI Tech 2026.
AMD · Demand · Positive ASUS showcased new servers and edge products powered by AMD EPYC 9006 processors and Instinct MI350P accelerators, expanding AMD's AI infrastructure adoption.
INTC · Demand · Positive ASUS announced new servers and embedded computers using Intel Xeon 6 and Core Ultra Series 3 processors, expanding Intel's AI infrastructure footprint.
ASUS Unveils ProArt PCs with NVIDIA RTX Spark at IFA 2026
ASUS has announced its new ProArt P16 and P14 laptops and the compact ProArt GR1X mini PC, all powered by NVIDIA RTX Spark, at a dedicated media showroom in Berlin ahead of IFA 2026. These devices are positioned as the world's first Windows PCs built for personal AI agents, featuring up to 128GB of unified memory and up to 1 petaflop of AI performance, enabling local execution of large language models with up to 120 billion parameters, rendering of 3D scenes exceeding 90GB, and 4K AI video generation. The ProArt P16 is the thinnest 16-inch ProArt ever at 12.9mm and 1.77kg, while the P14 is the lightest ProArt laptop at 1.48kg, both featuring ASUS Lumina Pro OLED displays with Delta E < 1 color accuracy. The GR1X mini PC, measuring just 150 x 150 x 51mm, is designed for 24/7 operation with a dual-fan cooling system. ASUS also showcased its Zenbook 14 and ExpertBook Ultra, which offer AI-enhanced performance for lifestyle and business users, with the ExpertBook Ultra starting at 0.99kg and featuring up to 26 hours of battery life.
AIS Partners with ROG to Launch ROG Edition 20 Celebrating 20th Anniversary
AIS has teamed up with Republic of Gamers (ROG) to launch the ROG Edition 20 collection, elevating the gaming experience for customers. The highlight is a special edition product launched to commemorate ROG's 20th anniversary, covering assembled PCs, gaming gear, monitors, and gaming chairs. For the first time, fans can experience the full set at AIS SIAM, with exclusive privileges for AIS customers to use AIS Points for discounts and receive exclusive gifts at the event. The event also features activities for gamers, such as a keyboard workshop by Fresh and an Audition Tournament. Customers can try out the products at AIS Shop Siam Center and AIS Online Store, reinforcing AIS's role as the exclusive distribution partner for ASUS.
Lenovo Shares Surge 22% After Revenue Beat Renews AI Optimism
Lenovo Group Ltd shares surged as much as 22% in Hong Kong to another record after the Chinese computer maker reported a 43% increase in quarterly revenue, beating analyst estimates by a wide margin and reinforcing optimism around AI-driven demand. The stock extended its gains this year to more than 280%, cementing its position as the top performer on the Hang Seng China Enterprise Index. Citigroup analysts including Kyna Wong wrote that the results delivered a strong broad-based beat, reinforcing the structural AI-driven growth narrative. The market has sharply rerated Lenovo this year, increasingly looking past its legacy PC roots and valuing the company as an AI infrastructure play as surging data-center investment drives demand for its servers. Taiwan-listed peer Asustek Computer Inc also rose 10% after reporting a 61% increase in operating profit for the first half.
ASUSTeK Computer posts Q2 GAAP EPS of NT$25.60 on revenue of NT$241.06B
ASUSTeK Computer Inc. reported second-quarter GAAP earnings per share of NT$25.60. Revenue reached NT$241.06 billion, a 38.5% increase compared to the same period last year. The company also provided its outlook for the third quarter.
Q2 PC shipments drop 4% Y/Y, hit by higher component costs
Global PC shipments fell 3.6% year-over-year to 65.7 million units in the second quarter of 2026, according to Omdia, as rising memory and storage costs pushed up prices and dampened demand. Desktop workstation shipments declined 1.3% to 13.9 million units, while notebook shipments including mobile workstations fell 4.2% to 51.7 million units. A June survey found about 60% of channel partners said customers were delaying or canceling PC refreshes due to supply constraints and higher prices, with comparable product line prices up 20% to 40% from a year earlier. Lenovo led the market with a 25.3% share, followed by HP at 19.8% and Dell at 14.1%, while Apple increased its share to 11.1% from 9.2% a year earlier on strong MacBook demand.
AAPL · Demand · Positive Apple increased its PC market share to 11.1% from 9.2% on strong MacBook demand, bucking the overall decline.
0992.HK · Demand · Negative Lenovo's PC shipments declined as overall market fell 3.6% Y/Y, with customers delaying refreshes due to higher prices.
DELL · Demand · Negative Dell's PC shipments declined as overall market fell 3.6% Y/Y, with customers delaying refreshes due to higher prices.
HPQ · Demand · Negative HP's PC shipments declined as overall market fell 3.6% Y/Y, with customers delaying refreshes due to higher prices.
2357.TW · Demand · Negative Asustek's PC shipments likely declined as overall market fell 3.6% Y/Y, with customers delaying refreshes due to higher prices.
ASUS and ROG win 43 Red Dot Product Design Awards 2026
ASUS and Republic of Gamers have won 43 Red Dot Product Design Awards for 2026, with the ROG Falcata and ROG Zephyrus Duo earning the Best of the Best distinction. The awards span five categories: Computer and Information Technology, Gaming and Streaming, Innovative Design, Luggage and Bags, Communication Technology, and Audio. The recognition highlights the brands' commitment to user-centric innovation and quality craftsmanship across a diverse product range including laptops, desktops, luggage, and home entertainment. The Red Dot 2026 competition featured 40 jurors and entries from around 60 countries, evaluating products on innovation, usability, and sustainability.
Apple raises MacBook prices by up to $300 as memory chip crisis hits PC makers
Apple raised prices on several MacBook models this week, with the MacBook Pro jumping from $1,699 to $1,999 and the MacBook Neo from $599 to $699, as a severe shortage of memory chips forces PC and gadget makers to pass on rising costs. The crunch, dubbed 'RAM-ageddon,' stems from AI data center operators consuming massive volumes of memory, particularly high bandwidth memory, which reduces supply for consumer devices. Microsoft also increased Xbox prices by $100 to $150 and dropped its 2-terabyte configuration, while Dell, HP, Lenovo, and Asus have similarly raised prices or cut memory. Analysts at Deutsche Bank and Jefferies expect memory prices to keep climbing, with forecasts of 30% to 45% increases through 2027, and IDC's Nabila Popal predicts Apple may soon be forced to raise iPhone prices as well.
Energy Transition & Power Demand › Grid, Transmission & Power Equipment ▼Supply
AAPL · Pricing · Negative Apple raised MacBook prices due to memory chip shortage, which may hurt demand and margins.
MSFT · Pricing · Negative Microsoft raised Xbox prices by $100-$150 due to memory chip shortage.
0992.HK · Supply · Negative Lenovo is mentioned as having raised prices or cut memory due to the same shortage.
2357.TW · Pricing · Negative Asus is mentioned as one of the PC makers that have raised prices or cut memory due to the memory chip shortage, which may hurt demand or margins.
DELL · Supply · Negative Dell is mentioned as having raised prices or cut memory due to the same shortage.
HPQ · Supply · Negative HP is mentioned as having raised prices or cut memory due to the same shortage.
ASUS ROG Strix SCAR 18 Now Available with 320W Total System Power
ASUS Republic of Gamers announced that the 2026 ROG Strix SCAR 18 is now available for purchase. The flagship laptop pairs an Intel Core Ultra 9 290HX Plus processor with up to an NVIDIA GeForce RTX 5090 Laptop GPU, delivering up to 320W of sustained maximum total system power, a significant increase from last year's 255W. It features an 18-inch 4K 240Hz mini-LED ROG Nebula HDR Display with over 2000 dimming zones and up to 1600 nits peak brightness, along with new ROG Nebula Extreme Low Motion Blur technology for improved motion clarity. The cooling system includes a 20% thicker vapor chamber and redesigned fans that drive 91% more airflow than the previous generation. Pre-orders begin June 24, 2026 in the United States through the ASUS Online Store and partner retailers.
NVIDIA Announced Deals in South Korea and a New AI PC Chip
NVIDIA announced a series of deals in South Korea with tech giants including SK Hynix and Naver, aiming to secure memory chips for its AI ambitions, Reuters reported on June 8. The value of the deals, which also involved SK Telecom and Doosan Group, was not disclosed. Separately, on June 1, NVIDIA unveiled the RTX Spark PC chip, developed with MediaTek, that brings AI capabilities to desktops and laptops, with models from Dell, HP, Lenovo, ASUS, Microsoft Surface, and MSI expected this fall.
NVDA · Demand · Positive NVIDIA announced deals in South Korea to secure memory chips for AI and unveiled a new AI PC chip, both driving demand for its products.
000660.KO · Demand · Positive NVIDIA's deal to secure memory chips from SK Hynix indicates strong demand for SK Hynix's HBM products.
035420.KO · Demand · Positive NVIDIA's deal with Naver suggests collaboration on AI, likely boosting demand for Naver's cloud/AI services.
2454.TW · Technology · Positive MediaTek co-developed the new RTX Spark PC chip with NVIDIA, a positive technology partnership.
2357.TW · Demand · Positive ASUS is listed as a partner for NVIDIA's new RTX Spark PC chip, indicating product adoption and potential sales.
ASUS and Microsoft Excel World Championships Announce Global Landmark Battle Event
ASUS and the Microsoft Excel World Championships have announced the Landmark Battle, a special Excel Esports event that will be livestreamed on July 10 at 12:00 p.m. Eastern Time on the Excel Esports YouTube channel. The competition will feature four elite players—Andrew Ngai, Diarmuid Early, Nicolas Micot, and Jaq Kennedy—solving complex data problems outdoors at iconic landmarks including the Statue of Liberty, the Eiffel Tower, Big Ben, and the Sydney Opera House. Competitors will use ASUS ExpertBook Ultra laptops and ASUS ZenScreen OLED MQ16FC portable monitors, with the ExpertBook Ultra priced at $3,599.99 and the ZenScreen OLED MQ16FC priced at $279.00. The event aims to showcase how ASUS hardware enables high-performance workflows in demanding environments, with the ExpertBook Ultra offering up to 26 hours of battery life and an anti-glare 14-inch 3K tandem OLED display. The partnership highlights the growing phenomenon of Excel Esports, which has turned a common office tool into a global competitive sport.
2357.TW · Demand · Positive ASUS hardware is featured as the official equipment for the Excel Esports event, showcasing its ExpertBook Ultra and ZenScreen OLED, which may boost brand visibility and demand for its premium laptops and monitors.
ASUS ExpertBook P5 G2 and B5 G2 Laptops Now Available in the United States
ASUS has announced that its new ExpertBook P5 G2 and ExpertBook B5 G2 laptops are now available for purchase in the United States. The ExpertBook P5 G2, offered in 14-inch and 16-inch configurations, starts at $2,979.99 with an Intel Core Ultra 7 processor, while the AMD-powered ExpertBook PM5 G2 starts at $2,629.99. The enterprise-focused ExpertBook B5 G2, also in 14-inch and 16-inch sizes, starts at $2,939.99, and its convertible ExpertBook B5 Flip G2 variant will launch in the third quarter of 2026. All models feature AI-driven performance, MIL-STD durability, and enterprise-grade security through the ASUS ExpertGuardian suite.
2357.TW · Technology · Positive ASUS launches new ExpertBook laptops with AI-driven performance and enterprise features, expanding product availability in the US.
AMD · Demand · Positive AMD-powered ExpertBook PM5 G2 model mentioned, indicating demand for AMD processors in new ASUS laptops.
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