Taiwanese PC makers Asus and Acer saw strong revenue growth in June 2025, driven by demand for gaming products, AI servers, and Chromebooks.

Asus reported a consolidated group revenue of NT$68.573 billion (US$2.3 billion), up 8.5% from May and 17.4% year-on-year.

Its Q2 revenue reached NT$188 billion (US$6.4 billion), a 30% increase year-on-year.

For the first half of 2025, Asus posted a 25.9% revenue growth, totaling NT$335.7 billion (US$11.5 billion).

Acer recorded its second-highest monthly revenue of the year in June at NT$28.685 billion (US$981.4 million), up 49.7% from May and 1.8% year-on-year.

Its total revenue for the first half of 2025 reached NT$127.87 billion (US$4.4 billion), a 1.5% rise from the same period in 2024.

Chromebook sales jumped 21.2% year-on-year, alongside growth in laptop, desktop, and commercial PC revenue.

🔗 Source: Focus Taiwan

🧠 Food for thought

1️⃣ AI PC revolution driving significant growth for traditional manufacturers

ASUS’s record revenue isn’t happening in isolation but reflects the broader AI PC revolution sweeping through the industry.

The AI-capable PC market is projected to account for 40% of global PC shipments by 2025, with estimated shipments surpassing 100 million units that year 1.

This growth is financially significant, with market forecasts showing the AI PC segment growing from $91.23 billion in 2025 to $260.43 billion by 2031, representing a 19.1% CAGR 2.

ASUS’s specific mention of AI servers driving their revenue growth positions them as a key player in this industry transformation.

Enterprise adoption is a contributing factor, with research showing 62% of organizations implementing AI PCs to future-proof their operations for AI integration 3.

The timing of ASUS’s revenue surge aligns with industry projections that 2025 will be a pivotal year for AI PCs, with AI-capable devices expected to capture a significant share of the PC market by 2028 4.