--- title: "Ennoconn expects first-quarter revenue to remain flat" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/281054285.md" description: "工業電腦製造商樺漢科技（Ennoconn Corp）昨日表示，預計第一季營收將與去年同期的 344.7 億新台幣（約 10.8 億美元）持平，因地緣政治不確定性及記憶體供應和價格的劇烈波動可能會推遲部分訂單至第二和第三季。樺漢科技董事長朱復銓在台北的財報會議上表示，隨著北美和人工智慧基礎設施需求的推動，公司業務預計在下季度將正常化。來自網路安全、AI 雲邊緣整合及美國半導體廠項目的額外動力也將助力公司發展。" 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. ### 相關股票 - [301275.CN](https://longbridge.com/zh-HK/quote/301275.CN.md) - [301491.CN](https://longbridge.com/zh-HK/quote/301491.CN.md) - [002362.CN](https://longbridge.com/zh-HK/quote/002362.CN.md) ## 相關資訊與研究 - [漢王鵬泰：擬在南京設立合資控股公司開展校企合作](https://longbridge.com/zh-HK/news/287051660.md) - [AI 丨趨境科技完成數億元 Pre-A 輪融資](https://longbridge.com/zh-HK/news/287017069.md) - [【行業透視】善用 AI 重在定義問題與專業把關](https://longbridge.com/zh-HK/news/286681677.md) - [遠傳股東會／總座井琪：放大 AI 綜效 不僅投資 AI 更投資員工能力](https://longbridge.com/zh-HK/news/286988951.md) - [企業擴大使用 AI 消除泡沫疑慮 長期投資科技股參與 AI 熱潮](https://longbridge.com/zh-HK/news/287023782.md)