GIGABYTE held an online corporate briefing on the 14th. In the third quarter, revenue increased by 13% year-on-year, and earnings per share (Taiwan dollars, the same below) were 4.56 yuan higher than the same period last year. Faced with the recent memory price increase, Gigabyte currently has inventory to cope with it.
AI servers account for more than 80% of GIGABYTE's overall server revenue, and are growing significantly. Products such as NVIDIA GB300 are shipping smoothly, while general-purpose servers are still growing. Each has its own market niche.
GIGABYTE's subsidiary Gigabyte is present in the Korean and Middle Eastern markets and is working with local partners to move forward. Group General Manager Li Yitai pointed out that Jigang signed a memorandum of cooperation with SK Telecom and SK Enmove, and the three parties will jointly accelerate the application of next-generation data center liquid cooling technology and expand the Korean market. In the Middle East, KERNO Enterprises FZE has become the official service partner of GIGABYTE server products in the GCC region to quickly solve local customer problems.
Gigabyte motherboard and graphics card shipments are expected to be ahead of expectations, and notebook performance is also ahead of expectations. There is still a chance to maintain growth in 2026. Group General Manager Lin Yingyu is optimistic.
Memory shortages are caused by the imbalance between supply and demand in the industry. Rising prices drive up system costs, and the impact on consumers' wallets is inevitable. GIGABYTE is in close communication with its upstream and downstream partners and has a certain amount of inventory on hand. "There should be no major problems within a quarter." Lin Yingyu said that if the imbalance between supply and demand continues, GIGABYTE will communicate with its upstream and downstream partners to reflect the current situation.
In addition, Lin Yingyu believes that gamers, creators and AI applications all rely on graphics cards, which has led to strong demand for graphics cards this year, and even a slight shortage of demand. The increase in memory prices has a limited impact on the gross profit margin of graphics cards.
▲ Gigabyte announced its financial results for the third quarter of 2025.
GIGABYTE's revenue in the third quarter was 79.581 billion yuan, an annual increase of 12.98%, operating profit was 3.436 billion yuan, an annual increase of 1.77%, after-tax net profit was 3.273 billion yuan, an annual increase of 40.17%, earnings per share (EPS) 4.56 yuan higher than the same period last year 2.91 yuan, gross profit margin 9.9% compared to the same period last year, a decrease of 10.27% 0.37 percentage points. The dramatic changes in the Taiwan dollar exchange rate affected it from the second quarter until July. Gross profit margin and exchange gains and losses gradually returned to the normal range from August.
In terms of product revenue ratio in the third quarter, server products accounted for 60%, graphics cards 25%, motherboards 10% and other products 5%.
Gigabyte pointed out that the cumulative revenue in the first nine months of 2025 was 247.5 billion yuan, an annual increase of 24%, reaching a record high in the past year, and the earnings per share of 13.77 yuan was the second highest record in the past year after the COVID-19 period in 2021, and was in line with expected double-digit growth.
GIGABYTE's global layout includes Taiwan, China, Southeast Asia, India, Europe, the United States, and Brazil to meet customer needs, especially the expansion of production lines in Taiwan, Malaysia, and the United States.