Fusiontech Electronics Eyes 20%+ Revenue CAGR Through 2028, Military Orders to Drive 30-50% Growth in 2027

According to Chairman Lü Guqing, industrial computer maker Fusiontech Electronics (3416-TW) targets annual revenue growth of 20% or more over the next three years, with military and defense orders expected to surge 30-50% or even challenge 50% in 2027. The company reported Q3 revenue of 1.413 billion TWD, up 40.4% year-over-year, with net profit of 223 million TWD, up 24% year-over-year.

Edge AI represents the second growth pillar. A single AI project using NVIDIA chips is expected to contribute at least 5% of 2027 revenue, with potential edge AI revenue share exceeding 20% if shipments proceed smoothly. The company is also expanding into unmanned vehicle assembly, planning monthly capacity of 10,000-15,000 units initially, scaling toward 30,000 units long-term.

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