Clevo president Simon Tsai said AI is extending from infrastructure to consumers, boosting not only the PC industry but also traffic at IT malls. At Clevo's Buynow retail chain, humanoid robots from Unitree Robotics have become hot attractions, helping reshape the product mix in IT retail.
Clevo plans to launch its AI PC built on Nvidia RTX Spark in the first quarter of 2027. President of Clevo's notebook division Stephen Chien said the company will roll out two RTX Spark-based products, the N1 and N1X.
Clevo reported consolidated second-quarter revenue of NT$6.53 billion (approx. US$202.4 million), up 32% quarter-over-quarter. First-half consolidated revenue reached NT$11.47 billion, up 18% year-over-year. Due to steady core operations and non-operating gains, first-half net profit surged to NT$2.34 billion, with EPS of NT$4.05, underscoring strong operating momentum and profitability.
For second quarter 2026, consolidated revenue was NT$6.53 billion, up 32% from first quarter 2026, while gross profit rose 9% quarter-over-quarter to NT$1.121 billion. Core operations expanded steadily, and non-operating income was strong, lifting second-quarter net profit to NT$1.989 billion and EPS to NT$3.44.
For the first half, consolidated revenue reached NT$11.47 billion, up 18% year-over-year, while net profit came to NT$2.34 billion and EPS to NT$4.05, marking a sharp year-over-year increase and delivering strong quarter-over-quarter growth.
Notebook shipments rose steadily in the second quarter, reaching 320,000 units, up 13% quarter-over-quarter. Revenue from the segment totaled NT$5.8 billion, up 39% quarter-over-quarter, with both shipment volume and revenue posting double-digit growth. In the first half, notebook shipments totaled 612,000 units, and revenue reached NT$10 billion, up 21% year-over-year. Blue-sea models accounted for 50% of the mix.
After a pull-forward effect in the first quarter of 2026, the global notebook market faced deferred demand pressure in the second quarter. Clevo's notebook business still grew counter to the market, driven by multiple-fold sales growth in China and Europe.
In the first half, cumulative shipments reached 612,000 units, and revenue hit NT$10 billion, up 21% year-over-year.
In IT retail, China's economy in the second quarter of 2026 faced dual pressure from external trade uncertainty and weak domestic demand. Quarterly GDP growth slowed to 4.3%, while first-half growth in total retail sales of consumer goods narrowed to 1.3%.
Overall mall foot traffic in the second quarter of 2026 rose 20% quarter-over-quarter and 8% year-over-year, with weekend traffic up 24%. The rebound in traffic helped stabilize the mall's operating base, while first-half rental income remained steady at NT$1.5 billion. Going forward, Buynow will continue deepening partnerships with AI-related brands.
Clevo's 30%-held investment, Chicony, continued to face headwinds in China's broader retail market this year. First-half revenue was CNY1.7 billion (US$251.9 million), down 8% year-over-year, but effective cost control kept net margin at 1.47%, and first-half operating cash inflow reached CNY120 million. Clevo recognized NT$35 million in profit for the period.
To meet funding needs for the C1/D1 development project under its Taipei Twins joint venture, Clevo's board on August 5 approved a phased capital injection totaling NT$5 billion into Taipei Twins. Including this latest investment, cumulative investment reaches NT$10 billion, with 1 billion shares held and a 50% stake.
Article translated by Charlene Chen and edited by Jack Wu
