Overview

• MSI expects over 10 million motherboard shipments this year, marking its first tie with Gigabyte in annual volumes
• Strong demand for AMD X870 and Intel Z890 chipsets, combined with acclaimed thermal and aesthetic designs, underpins the surge in board sales
• Notebook deliveries are forecast at roughly 2.55 million units and GPU shipments at 5 million, putting MSI level with ASUS in graphics card volumes
• The company reported record Q2 revenue of NT$61 billion and first-half sales of NT$114.9 billion, driven largely by pre-tariff hardware demand
• MSI is pacing enterprise AI server deployments with gradual Nvidia MGX and DGX system rollouts as it expands production into Vietnam, Thailand, California and Europe