Chenbro Micom posted its second-highest monthly revenue in November as strong AI server demand and a recovering enterprise market boosted shipments. The server chassis maker reported consolidated revenue of NT$2.04 billion (approx. US$70 million) for the month, up 2.2% from October and 68.4% from a year earlier. Revenue for the first 11 months reached NT$19.29 billion (approx. US$620 million), an increase of 49.5% from the same period last year and close to the NT$20 billion mark.
AI server upgrades drive growth
The company said cloud service providers continued to accelerate deployments of next-generation AI servers, which supported rapid growth in orders for Chenbro's chassis and mechanical components. Demand for general-purpose servers also improved, adding momentum across its project pipeline.
Chenbro noted that its move into rack-level component manufacturing has progressed as planned. The expansion added new revenue streams and increased demand for structural parts used in both AI and traditional server platforms.
Company plans further R&D investment
Looking ahead, Chenbro expects AI-driven infrastructure upgrades to remain a key engine for industry growth. The company plans to strengthen research and development, expand product design capabilities, and increase manufacturing capacity for its server mechanical solutions to support medium- and long-term growth.
Chenbro said it is also monitoring global economic conditions, geopolitical developments, and currency fluctuations to ensure stable operations and maintain its current growth trajectory.
Credit: Chenbro Micom
Article translated by Sherri Wang and edited by Jack Wu
