Compal Electronics' June revenue reached NT$95.85 billion, marking a 36% month-over-month and 58.4% year-over-year increase, achieving a 45-month high. The company's Q2 revenue grew 18.3% quarter-over-quarter and 32% year-over-year to NT$238.29 billion, with H1 revenue totaling NT$439.59 billion, up 15.82% year-over-year.
Strong AI server demand is driving significant revenue growth for ODMs, indicating sustained compute infrastructure buildout and tightening supply for server components.