ASUS RAISES 2026 AI SERVER GROWTH TARGET

Hsu attributed the raised forecast to persistent strength in AI server demand, which continues to drive expansion across the sector. The company faces competing pressures: while AI infrastructure spending remains robust, memory shortages and supply chain challenges persist. These constraints have become key factors shaping ASUS's strategic planning. The company is navigating tight memory availability while managing broader supply chain disruptions that affect both AI server and PC divisions. The outlook upgrade signals ASUS's confidence that AI server growth will outpace near-term supply constraints. Hsu noted the company expects the positive demand environment to sustain through 2026, though execution will depend on resolving memory availability and supply chain stability. The comments underscore how major hardware manufacturers view the AI infrastructure market as a primary growth engine despite macroeconomic uncertainty and operational challenges.