Accton Technology's June revenue surged to NT$39.6 billion, marking a 38% month-over-month and 61% year-over-year increase, driven by shipments of AWS's new generation Trainium3 AI cards. The networking giant's second-quarter revenue reached NT$95.5 billion, a 36% quarter-over-quarter and 58% year-over-year growth, surpassing market forecasts due to increased demand for switches from large cloud service providers.
Accton's strong revenue growth from AI datacenter networking and AWS AI card shipments confirms robust demand for high-speed switches and custom AI compute infrastructure.