--- title: "Ennoconn expects first-quarter revenue to remain flat" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/281054285.md" description: "工业电脑制造商桦汉科技（Ennoconn Corp）昨日表示，预计第一季营收将与去年同期的 344.7 亿新台币（约 10.8 亿美元）持平，因地缘政治不确定性及记忆体供应和价格的剧烈波动可能会推迟部分订单至第二和第三季。桦汉科技董事长朱复铨在台北的财报会议上表示，随著北美和人工智慧基础设施需求的推动，公司业务预计在下季度将正常化。来自网路安全、AI 云边缘整合及美国半导体厂项目的额外动力也将助力公司发展。" datetime: "2026-03-30T16:06:06.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281054285.md) - [en](https://longbridge.com/en/news/281054285.md) - [zh-HK](https://longbridge.com/zh-HK/news/281054285.md) --- # Ennoconn expects first-quarter revenue to remain flat Industrial computer maker Ennoconn Corp (樺漢科技) yesterday said it expects first-quarter revenue to remain flat from NT$34.47 billion (US$1.08 billion) a year earlier, as geopolitical uncertainties, sharp fluctuations in memory supply and prices are likely to defer some orders to the second and third quarters. The company’s operations are expected to normalize next quarter, driven by North America and artificial intelligence (AI) infrastructure demand, Ennoconn chairman Steve Chu (朱復銓) said at an earnings conference in Taipei. Additional momentum is to come from cybersecurity, AI cloud-edge integration and US semiconductor fab projects, as the second-phase expansion of Taiwan Semiconductor Manufacturing Co’s (台積電) US fabs is expected to begin contributing revenue through Ennoconn’s 47 percent-held subsidiary, Marketech International Corp (帆宣), in the second half of the year, Chu said. Ennoconn’s business is divided into three main segments: industrial Internet of Things, which accounted for 48 percent of total revenue last year; intelligent software and solutions (16 percent), and smart factory and facility management (36 percent). Performance in the second half of the year is expected to outpace the first half, supported by a growing contribution from the intelligent software and solutions business, of which share rose to 16 percent last year from 12 percent in 2024, he said. The intelligent software and solutions segment includes AI applications such as edge servers, agents and physical AI, and spans sectors from defense, transportation, retail to construction, he added. Ennoconn recorded net profit of NT$3.21 billion last year, up 17.26 percent year-on-year and the second-highest on record, with earnings per share of NT$23.26. Full-year revenue was NT$142.29 billion, down 2.8 from a year earlier, company data showed. Profit and revenue are expected to grow further this year, supported by strong and stable client demand, and more than NT$190 billion in orders, mainly driven by growth in the company’s intelligent software and solutions business, Chu said. Orders from NCR Voyix Corp — a provider of retail, restaurant and digital commerce products— are expected to contribute about NT$12 billion in revenue this year, he said. AI software, cloud-edge integration and increasing orders from North American clients are key to the company’s future growth, he said. Ennoconn has about NT$20 billion in orders involving memory components, he said. The company has secured supply in advance to ensure stable operations this year, he said. To mitigate rising memory prices, the company has established cost pass-through mechanisms with clients, allowing price increases to be reflected in contracts or enabling customers to procure memory directly, Chu said. Ennoconn has built a global supply chain network spanning the Americas, Europe and Asia, and has established a secondary operations hub in Singapore, allowing it to mitigate geopolitical and tariff-related risks, he added. ### 相关股票 - [301275.CN](https://longbridge.com/zh-CN/quote/301275.CN.md) - [301491.CN](https://longbridge.com/zh-CN/quote/301491.CN.md) - [002362.CN](https://longbridge.com/zh-CN/quote/002362.CN.md) ## 相关资讯与研究 - [汉王鹏泰：拟在南京设立合资控股公司开展校企合作](https://longbridge.com/zh-CN/news/287051660.md) - [汉王科技发布 “数字文具新物种”，融合录音本、记事本、阅读本三合一形态](https://longbridge.com/zh-CN/news/286273177.md) - [如何创建一家 AI Native 公司？](https://longbridge.com/zh-CN/news/286666891.md) - [HRBP，AI 时代真正的 “铁饭碗”](https://longbridge.com/zh-CN/news/286866050.md) - [为什么我总是让客户问 AI](https://longbridge.com/zh-CN/news/286935416.md)