
AI-generated summary
技嘉是台灣知名電腦硬體廠商,近年積極佈局AI伺服器市場,受惠於生成式AI熱潮,其伺服器業務營收佔比已升至整體約8成。
The growth momentum of GIGABYTE's AI servers continues to heat up, and the legal person is optimistic that demand for AI servers will remain strong in the second half of the year. (File photo)
〔記者方韋傑/台北報導〕技嘉(2376)AI伺服器成長動能持續升溫,法人看好下半年AI伺服器需求維持強勁,客戶導入速度加快,加上NeoCloud客戶需求持續增加,帶動伺服器業務擴張;今日在買盤點火之下,早盤最高來到393.5元、漲幅逾5%,截至上午9時54分,技嘉股價暫報389.5元,漲幅4.28%,成交量6001張。
技嘉目前伺服器營收占比已升至約整體8成,法人看好隨著輝達HGX、GB300 NVL72伺服器機櫃持續出貨,加上逐步轉向Rubin平台,技嘉今年下半年展望維持正向,且產品升級與平均售價(ASP)提升,也將對2027年的成長動能形成有利支撐。
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不過,AI伺服器快速放量也使毛利率成為後續觀察重點,法人認為,雖然高ASP的AI伺服器有助擴大營收規模,但也會稀釋毛利率;短期來看,隨著第3季進入板卡旺季,加上CPU與記憶體供應改善,預估毛利率可回升至10%至11%。
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AI outlook — possibilities, not facts
GIGABYTE's AI server revenue will maintain strong growth in the second half of the year
Likely · Within months
Gigabyte's gross profit margin will rebound to 10% to 11% in the third quarter
Possible · Within months

According to statistics from the Nanke Administration Bureau, driven by the global AI craze and advanced manufacturing processes, Nanke's turnover from January to August reached 2.495124 billion yuan, a year-on-year growth of 36.50%, of which the integrated circuit industry grew by 38.24%, the computer and peripheral industry grew by 55.77%, and the precision machinery industry grew by 62.39%.

Wanrun (6187) benefited from TSMC's plan to build a second park in Dallas, Texas, which will drive demand for advanced semiconductor packaging and silicon photonics equipment. The stock price hit the intraday limit of 1,490 yuan. At 10:28 am, it still rose 9.23% to 1,480 yuan. The three major legal entities simultaneously bought more than 734 shares, and market visibility extended to the second quarter of 2027.

Shocking U.S. employment data boosted global stock markets. The Taiwan Index soared more than 1,400 points on Monday to 50,097 points, a record high. TSMC ADR rose 2.96%, and the Nikkei Index rose 1,614 points to approach the 70,000-point mark.

U.S. employment data shocked U.S. stocks. TSMC ADR rose 2.96%, driving Asian stocks to rise. The Nikkei Index soared 1,763 points on Monday and returned to 70,000 points, reaching 70,072 points.

Statistics from the Ministry of Finance show that from July to August, 17 special prizes of NT$10 million were awarded for the Uni-President Invoice. Among them, people at the FamilyMart convenience store Tainan Yanshui Wumiao store won the multi-million-dollar prize by spending only NT$10 on drinks. Lucky winners also won prizes from Uni-President Supermarket, Lairfu, Quanlian and other channels.

According to the real estate information platform of the Ministry of Interior, among the number of single-family homes nationwide with household registration, there were approximately 2,618,100 single-family homes in the second quarter, a decrease of more than 27,100 homes, or more than 1%, from the previous quarter. Among the six cities, Kaohsiung City had the largest single-quarter decrease, with about 17,800 houses, followed by New Taipei City, with a decrease of about 16,100 houses. The other four cities all showed an increasing trend. Experts point out that the decrease in single-person residences is related to the aging population, the declining population and the impact of laws and regulations.