According to its earnings call on November 10, Evalue Electronics (2356-TW) expects GPU and ASIC AI server revenue and shipments to both grow at high double-digit rates year-over-year in 2027. CEO Tsai Chih-an stated that AI server demand remains robust, with GPU and ASIC servers representing the largest segment. The company noted that GPU currently accounts for a higher revenue share, while ASIC shipments are larger in volume. In the third quarter, Evalue posted revenue of TWD 272.094 billion, up 57.57% year-over-year, with net profit of TWD 2.538 billion.

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