| 2317鴻海 その他電子 |
その他電子 |
Assembles AI servers and racks; cloud and networking products were 48% of Q1 2026 revenue (company slides), and the chairman puts its global AI server share at about 40% |
-2.00% |
— |
— |
— |
Hon Hai investor conference slides, 2026-05-14Liberty Times Finance, 2026-03-17, report on AI rack shipments at the earnings callTVBS News, 2026-04-14, report on AI server makers' Q1 revenueEconomic Daily News, 2026-05-10, report on AI server makers' capex |
| 2382廣達 コンピュータ・周辺機器 |
コンピュータ・周辺機器 |
Assembles AI servers (GB200/GB300 racks); the company targeted AI servers at about 70% of 2025 server revenue |
-5.50% |
— |
— |
— |
Liberty Times Finance, 2025-08-12, report on AI server revenue share at the earnings callEconomic Daily News, 2026-05-10, report on AI server makers' capexCommercial Times, 2025-10-27, report on GB300 rack shipments |
| 3231緯創 コンピュータ・周辺機器 |
コンピュータ・周辺機器 |
Assembles GPU and ASIC AI servers; company slides put AI at 78% of 1H 2026 revenue |
-1.07% |
— |
— |
— |
Wistron investor conference slides, 2026-08-04Economic Daily News, 2026-05-10, report on AI server makers' capexTVBS News, 2026-04-14, report on AI server makers' Q1 revenue |
| 6669緯穎 コンピュータ・周辺機器 |
コンピュータ・周辺機器 |
Builds cloud data center servers and ships Amazon Trainium ASIC AI servers; analysts cited in the press expect Trainium to exceed 50% of 2H 2026 revenue and AMD rack shipments to rise |
-13.81% |
— |
— |
— |
Commercial Times, 2025-07-10, report on monthly revenue and AI server shipmentsEconomic Daily News, 2026-07-21, report on a broker note on ASIC serversTVBS News, 2026-04-14, report on AI server makers' Q1 revenue |
| 2356英業達 コンピュータ・周辺機器 |
コンピュータ・周辺機器 |
Assembles AI servers; management expected double-digit QoQ growth in Q2 2026 AI server shipments and plans to double 2026 capex from just over US$500 million to more than US$1 billion |
+0.50% |
— |
— |
— |
TVBS News, 2026-04-14, report on AI server makers' Q1 revenueEconomic Daily News, 2026-05-10, report on AI server makers' capex |
| 2376技嘉 コンピュータ・周辺機器 |
コンピュータ・周辺機器 |
GPU servers and GB300 NVL72 racks (in production per company slides); demand from neocloud customers is rising, and servers are about 80% of revenue (Oct 2026 report) |
-7.18% |
— |
— |
— |
Gigabyte investor conference slides, 2026-05-15Liberty Times Finance, 2026-10-05, report on its AI server businessCommercial Times, 2025-10-27, report on GB300 rack shipments |
| 2357華碩 コンピュータ・周辺機器 |
コンピュータ・周辺機器 |
Ships GB200/GB300 AI servers, which company slides list as a high-growth business; analysts cited in the press expect servers to pass 30% of 2026 revenue |
-5.92% |
— |
— |
— |
ASUS investor conference slides, 2026-08-12Anue (cnyes), 2026-04-19, report on PC brands' server outlookTVBS News, 2026-04-14, report on AI server makers' Q1 revenueCommercial Times, 2025-10-27, report on GB300 rack shipments |
| 2324仁寶 コンピュータ・周辺機器 |
コンピュータ・周辺機器 |
Contract-manufactures AI servers; AI servers were 70-80% of server revenue in Q2 2026, and the company targets servers at 10% of 2026 revenue |
-2.35% |
— |
— |
— |
Compal investor conference slides, 2026-08-13Liberty Times Finance, 2026-08-14, report on AI servers at the earnings callTVBS News, 2026-04-14, report on AI server makers' Q1 revenue |
| 4938和碩 コンピュータ・周辺機器 |
コンピュータ・周辺機器 |
Assembles GB-series AI servers; management says it is confident of hitting its target of 10x AI server shipment growth in 2026, and a new US plant was slated for trial production (Mar 2026 report) |
+12.88% |
— |
— |
— |
Liberty Times Finance, 2026-08-13, report on AI server shipments at the earnings callCommercial Times, 2026-03-11, report on monthly revenue and AI server outlookLiberty Times Finance, 2026-07-10, report on monthly revenue and AI server business |
| 2059川湖 電子部品 |
電子部品 |
Makes server rails (slide rails) used in AI server racks |
-20.35% |
— |
— |
— |
King Slide investor conference slides, 2026-08-07Economic Daily News, 2026-05-08, report on quarterly results and monthly revenueCommercial Times, 2025-12-12, report on server slide rails |
| 8210勤誠 コンピュータ・周辺機器 |
コンピュータ・周辺機器 |
Makes server chassis and has extended into racks and liquid cooling; at its Mar 2026 earnings call it expected racks to reach 10%+ of revenue |
-18.36% |
— |
— |
— |
Chenbro investor conference slides, 2026-09-04Commercial Times, 2026-03-12, report on capex at the earnings callTVBS News, 2026-04-14, report on AI server makers' Q1 revenue |
| 6805富世達 電子部品 |
電子部品 |
Makes AI server slide rails and liquid-cooling quick disconnects |
-5.17% |
— |
— |
Thermal Management |
Commercial Times, 2026-08-05, report on product lines and expansion at the earnings callCentral News Agency (via Economic Daily News), 2026-04-07, report on monthly revenueCommercial Times, 2025-12-12, report on server slide rails |
