Overview
- Co-CEO Hu Shubin said ASUS built about two months of component and finished-goods inventory by the end of Q3 2025 to counter rising memory costs.
- ASUS will adjust its product mix and use flexible, dynamic pricing in retail channels based on overall costs and customer demand.
- The company plans to deepen cooperation with upstream memory suppliers and further reserve inventory to stabilize supply.
- ASUS attributes the industrywide memory price increases to a supply-demand imbalance driven by AI server demand and limited DRAM capacity expansion in recent years.
- Q3 revenue reached NT$189.907 billion, up 21% year over year, with business mix at 29% consumer, 41% gaming, and 30% enterprise, and enterprise revenue doubling from a year earlier.