DFI Reports 34% YoY Revenue Growth in Q2, with Gains Across All Three Business Units
Taipei, Taiwan – DFI (TWSE:2397), a global leader in embedded motherboards and industrial computers, today held its investor conference. Benefiting from sustained growth in embedded AI demand and the continued adoption across diverse vertical applications, the company posted consolidated revenue of NT$2.9 billion for the second quarter, representing a 34% increase year-over-year and setting a new record high for the same period. For the first half of 2025, consolidated net profit reached NT$208 million, with earnings per share (EPS) of NT$1.82.
DFI President Claire Tien stated, “The landscape for embedded AI and industrial digital transformation is becoming increasingly clear. True competitiveness lies not only in identifying emerging trends, but in responding swiftly and executing effectively.” She emphasized that to address global manufacturing and delivery flexibility requirements, DFI has strengthened its local presence in the United States and other key regions, while partnering with group resources and manufacturing service providers on forward-looking investments to prepare for potential challenges in the second half of the year.
Embedded, Cybersecurity, and Automation Businesses on the Rise; AI Application Adoption Accelerates
Second-quarter growth momentum was driven by simultaneous gains across DFI’s three major business segments:
- Embedded Business: Continued promotion of modular platforms and project-based collaborations, working closely with vertical market experts to penetrate sectors such as healthcare, transportation, defense technology, and embedded entertainment. These efforts have effectively expanded market reach and enhanced platform value.
- Cybersecurity Business: Strong revenue contribution from robust early shipment demand by U.S.-based customers. The company has also strengthened supply chain coordination and regional delivery capabilities to ensure agility and stable lead times.
- Automation Business: Benefited from equipment upgrades and a rebound in semiconductor industry investment, fueling demand for industrial control and semiconductor-related solutions. Overall performance in this segment reflects a cautiously optimistic outlook.
Accelerating Application Deployment and Strengthening AI Platforms for Edge Intelligence
Looking ahead to the second half of the year, DFI will focus on high-potential AI application scenarios, continually enhancing its rugged AI platforms and edge computing architectures to support needs such as visual recognition, real-time inference, and remote deployment. Meanwhile, the company is actively integrating resources from the group and strategic partners to accelerate the deployment of its platforms in areas including commercial drones, medical imaging, and smart cities.