
AI-generated summary
Acer Information, a cloud and AI service provider under the Acer Group, announced its latest revenue data.
Acer Information's revenue in September was NT$1.53 billion. The picture shows Qiu Yuanyu, Director of Acer’s Information Forward Technology Department, attending DevDays Asia 2026 and delivering a speech. (provided by the operator)
Acer Information (6811), a cloud and AI service provider under the Acer Group, announced today that its revenue in September was NT$1.53 billion, a monthly increase of 30.74% and an annual increase of 97.4%. In the third quarter, consolidated self-financed revenue reached NT$3.82 billion, an annual increase of 74%. Both September and the third quarter hit new highs. The cumulative revenue in the first nine months was 9.746 billion yuan, an annual increase of 33.45%.
Acer Information pointed out that revenue growth was mainly due to existing customers' continued expansion of digital transformation and AI application demands, driving the growth in order size; at the same time, the subsidiary Acer Smart Cloud Information's new projects have been implemented one after another, boosting overall operating performance and driving steady business growth.
Acer Information participated in Microsoft Taiwan's "DevDays Asia 2026 Microsoft Asia Pacific Annual Technology Conference" this year, with the theme of "Making the Best Use of Cloud-Native AI Applications to Drive Enterprise Operational Competitiveness" to share the practical experience of enterprises using Microsoft's cloud-native platform and AI Agent to promote the intelligence of information systems, as well as AI governance and information security protection.
Enterprise AI applications have moved from proof-of-concept (PoC) to large-scale deployment, and the demand for the integration of AI, cloud, data and information security continues to increase. Microsoft also stated at the meeting that it expects Taiwan's computing power demand will still be higher than supply in the next two to three years, and it will continue to accelerate the construction of data centers and further strengthen its presence in Taiwan.

On Monday, the euro fell to 1.12 against the dollar, a 17-month low. Investors' concerns about the stability of euro zone bonds, especially French debt, have intensified, causing the gap between French and German bond yields to widen. Analysts pointed out that a weaker euro may further exacerbate inflationary pressures.

The anniversary celebration of Shin Kong Mitsukoshi Taipei Xinyi Xintiandi will be held on October 15. This year’s performance target is set at 6.38 billion yuan, with an expected growth of 3%. Through the three major driving forces of new venues, new topics and new products, combined with more than a thousand brands and multiple large-scale activities, we will make an all-out effort to gain momentum.

HTC benefited from the expansion of AI glasses, and its revenue in September reached 339 million yuan, a monthly increase of approximately 37.8% and an annual increase of approximately 12.6%, setting a new revenue high in the past 17 months. Revenue in the third quarter was approximately 760 million yuan, a quarterly increase of approximately 24.63%.

Cathay Investment Bank held a press conference on its outlook for the fourth quarter of 2026 and pointed out that the global market is facing pressure from oil prices, inflation and interest rate increases, but the AI industry's capital expenditures are expanding, corporate profits are strong, and technology stocks are supported by fundamentals. Taiwan's economic growth rate for the year is expected to be 12%.

Taiwan stocks hit another new closing high today, with the weighted index closing at 49,822.55 points. Actively unified Taiwan stock growth (00981A) backhandedly slashed 10 stocks today, almost out of Qingzhending-KY, Xinquan and Taiwan Watch Division, and overweighted Jinxiang Electronics, Taiyao and Creative.

Taiwan stocks approached a record high of 50,000 points, and foreign investors turned oversold. The exchange rate of the New Taiwan dollar against the U.S. dollar rose in early trading. In the afternoon, it fell below 31.8 yuan due to the shift of foreign hot money. In late trading, it held the price of 31.7 yuan under the adjustment of the central bank and closed at 31.781 yuan, marking the fifth consecutive red.