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Management says it can see AI-server orders through the end of 2027. That supports its confidence, but does not guarantee future sales.
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Gigabyte’s disclosure shows AI servers are the main engine of its expansion, not merely a fast-growing side business: they made up 78% of its product mix in the first three quarters of 2026. The company says order visibility extends through the end of 2027, offering a demand horizon for capacity planning but not a guarantee that expected units will ship. Management expects record revenue next year, but gave no numerical forecast, leaving the scale of further growth unquantified.
Gigabyte reported NT$403.98 billion in revenue for the first nine months of 2026, up 63.2% year over year.
AI-server revenue exceeded NT$310 billion and grew by more than 100% year over year, exceeding three-quarters of consolidated sales based on the reported revenue floor.
Third-quarter revenue was NT$154.7 billion, up 94.4% year over year and about 24% above the first-half quarterly average calculated from the disclosed totals.
Gigabyte expects record revenue in 2027, but its latest disclosure offers a more concrete measure of AI-server demand: NT$403.98 billion in sales during 2026’s first nine months, up 63.2%. The result and outlook come from Shattered’s account of the company’s disclosure, citing TradingView; management gave no numerical target for next year.
The third quarter supplied a particularly strong part of that result. Revenue reached NT$154.7 billion, up 94.4% from a year earlier—nearly doubling. That quarterly growth rate was substantially faster than the 63.2% increase across the full nine-month period.
The figures also show a stronger sales pace within 2026. Subtracting third-quarter revenue from the nine-month total gives roughly NT$249.3 billion for the first half, or NT$124.6 billion per quarter. The third quarter was about 24% above that average. Those comparisons are arithmetic on the disclosed totals, not additional company guidance.
AI servers accounted for 78% of Gigabyte’s product mix during the first three quarters of 2026.
Server revenue exceeded NT$310 billion over the first three quarters and grew by more than 100% year over year. That puts the server business at more than three-quarters of consolidated sales, using the reported revenue floor. Servers were not simply growing alongside the rest of Gigabyte: they supplied most of its revenue.
Management said AI-server order visibility extends through the end of 2027. That is a statement about the demand it can see ahead, distinct from the sales already recorded in these results. Order visibility does not guarantee that every anticipated unit will ship on schedule.
The record-revenue expectation has a separate limit: without a numerical target, it does not show how much growth management anticipates. It leaves open whether the company expects a modest new high or another large increase. Gigabyte has provided a horizon for AI-server demand, but not a quantified revenue forecast for 2027.
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