ASUSTeK Computer Inc.

TWSE:2357 Stock Report

Market Cap: NT$438.2b

ASUSTeK Computer Management

Management criteria checks 2/4

ASUSTeK Computer's CEO is Samson Hu, appointed in Jan 2019, has a tenure of 7.33 years. directly owns 0.014% of the company’s shares, worth NT$59.34M. The average tenure of the management team and the board of directors is 8.7 years and 14.9 years respectively.

Key information

Samson Hu

Chief executive officer

n/a

Total compensation

CEO salary percentagen/a
CEO tenure7.3yrs
CEO ownership0.01%
Management average tenure8.7yrs
Board average tenure14.9yrs

Recent management updates

Recent updates

2357: Edge AI And Copilot Plus PCs Will Drive Future Earnings Power

Analysts have maintained their price target for ASUSTeK Computer at NT$710, citing minor adjustments to discount rate, revenue growth, and profit margin assumptions, along with a slightly higher future P/E estimate that together support keeping their current valuation view. What's in the News ASUS expanded its Zenbook A16 presence with a new 2026 Snapdragon X2 Elite Extreme powered model now available in Canada at an MSRP of C$2,799.

2357: AI PC Rollout Will Face Ongoing P/E Compression Risk

Analysts have trimmed their price target on ASUSTeK Computer to NT$450.00. This reflects updated expectations for more moderate revenue growth, slightly stronger profit margins and a lower assumed future P/E multiple.

2357: Edge AI And Data Center Expansion Will Underpin Future Earnings Power

Analysts have revised their price target for ASUSTeK Computer to NT$710 from NT$856, reflecting updated assumptions for revenue growth, profit margin and future P/E that collectively suggest a more cautious outlook on the company’s earnings power. What's in the News ASUS is rolling out full compatibility between its industrial motherboards, embedded systems, and rugged edge AI computers and the new Intel Core 200S Series processors, targeting industrial and edge AI use cases with a product roadmap that extends availability to 2035 (Product related announcement).

2357: AI PC Expansion Will Face Ongoing Margin And P/E Compression Risks

Analysts have kept their NT$451.77 price target for ASUSTeK Computer broadly unchanged. This reflects only slight tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E that do not materially shift their overall view.

2357: AI Hardware Expansion Will Face Ongoing Margin And P/E Compression Risks

Analysts have nudged their price target on ASUSTeK Computer slightly higher to NT$451.77 from NT$451.16, reflecting updated views on revenue growth, profit margin assumptions and future P/E expectations. What's in the News ASUS Zenbook S16 and Zenbook 14, both described as AI powered Copilot+ laptops with AMD Ryzen AI 400 Series processors and up to 50 NPU TOPS, are now open for pre orders in Canada with shipments planned from February 3, 2026, and starting prices of CAD 1,599 for Zenbook 14 and CAD 2,299 for Zenbook S16 (Key Developments).

2357: Memory Supercycle Margin Pressure Will Restrain AI Hardware Upside

Narrative Update on ASUSTeK Computer The analyst price target for ASUSTeK Computer has been reduced from NT$625 to NT$500 as analysts factor in higher perceived margin pressure risks for hardware makers in a "tepid" demand backdrop tied to the intensifying "memory supercycle." Analyst Commentary Bearish analysts have taken a more cautious stance on ASUSTeK Computer, signaling that they see a tougher setup for hardware makers as the memory cycle intensifies while demand remains described as tepid. The recent shift in price target from NT$625 to NT$500 and the downgrade to an Underweight rating highlight a reassessment of risks that investors should be aware of.

2357: Future Hardware Margin Resilience Will Drive Positive Momentum Through Memory Supercycle

Narrative Update Overview Analysts have reduced their price targets for ASUSTeK Computer, with one reference price moving from NT$625 to NT$500. They are factoring in potential margin pressure for hardware makers in what they describe as a tepid demand backdrop and an intensifying memory supercycle.

2357: Memory Supercycle Margin Pressure Will Challenge AI Upside Yet Keep Shares Balanced

Analysts have reduced their price target for ASUSTeK Computer to NT$500 from NT$625, citing growing margin pressure risk for hardware companies as the memory supercycle coincides with what they describe as a tepid demand backdrop. Analyst Commentary Bearish analysts are signaling a more cautious stance on ASUSTeK Computer, pointing to what they see as rising risks that are not fully reflected in the current share price.

2357: Memory Supercycle Will Pressure Margins Yet AI Product Push Will Offset Risks

Analysts have lowered their price target on ASUSTeK Computer to NT$500 from NT$625, reflecting rising concern over margin pressure amid an intensifying memory cycle and subdued hardware demand, even as modest improvements in profit margin assumptions support a slightly higher intrinsic value estimate. Analyst Commentary Bearish analysts are signaling a more cautious stance on ASUSTeK Computer, with the latest downgrade accompanied by a cut in the 12 month price target to NT$500 from NT$625.

2357: Memory Supercycle And Tariff Risks Will Pressure Margins And Share Price

Analysts have trimmed their price target on ASUSTeK Computer to NT$500 from NT$625, reflecting expectations of heightened margin pressure in a tepid hardware demand environment, despite slightly lower discount rates and stronger projected revenue growth. Analyst Commentary Bearish analysts have underscored that the lower NT$500 price target better reflects rising execution risk in a challenging hardware cycle, with limited room for valuation multiple expansion given intensifying margin pressure.

2357: Profit Margin Improvements Will Drive Positive Momentum Despite Tariff Uncertainty

Analyst Price Target Update for ASUSTeK Computer Analysts have raised their fair value estimate for ASUSTeK Computer from NT$717.91 to NT$730.36, citing moderately improved profit margin expectations despite a slightly softer revenue growth outlook. What's in the News The Trump administration is considering tariffs on foreign electronic devices, including those from ASUSTeK, based on the value of chip content in each product.

Gaming And AI Trends Will Unlock Future Global Markets

With both the discount rate and future P/E showing only minor changes, ASUSTeK Computer’s consensus analyst price target remains essentially unchanged at NT$717.91. What's in the News ASUS Republic of Gamers (ROG) is leading Intel Gamer Days 2025 with widespread discounts on Intel-powered gaming devices, including those featuring the latest Intel Core Ultra 200 series, and offering a free Battlefield 6 game key with eligible purchases.
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ASUS Innovates In AI-Driven PCs And Gaming Amidst Market Volatility, Driving Growth Prospects

Strategic investments in AI and gaming segments aim to secure competitive advantages, enhance market share, and improve margins with premium pricing.

CEO

Samson Hu

7.3yrs
Tenure

Mr. Shubin Hu, also known as Samson, has been Co-Chief Executive Officer of ASUSTeK Computer Inc. since January 1, 2019 and also serves as its General Manager. He served as Corporate Vice President of ASUS...


Leadership Team

NamePositionTenureCompensationOwnership
Chongtang Shi
Chairman & Chief Branding Officer33.3yrsno data4.05%
NT$ 17.8b
Shubin Hu
Co-CEO, GM & Director7.3yrsno data0.014%
NT$ 59.3m
Xianyue Hsu
Co-CEO, GM & Director7.3yrsno data0.016%
NT$ 68.0m
Shi Chang Hsu
Vice Chairman & Chief Strategy Officer32.9yrsno data1.25%
NT$ 5.5b
Nick Wu
Chief Financial Officer10.8yrsno datano data
Min-Chieh Hsieh
COO & Director7.3yrsno data0.00078%
NT$ 3.4m
Chang-jung Wu
Accounting Supervisorno datano datano data
Francy Jeng
Corporate Governance Officer5.5yrsno datano data
Yi-Chang Lee
Global Vice Presidentno datano data0.00020%
NT$ 876.5k
Wenting Liu
Comptroller10.8yrsno datano data
8.7yrs
Average Tenure

Experienced Management: 2357's management team is seasoned and experienced (8.7 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Chongtang Shi
Chairman & Chief Branding Officer33.3yrsno data4.05%
NT$ 17.8b
Shubin Hu
Co-CEO, GM & Director13.9yrsno data0.014%
NT$ 59.3m
Xianyue Hsu
Co-CEO, GM & Director14.9yrsno data0.016%
NT$ 68.0m
Shi Chang Hsu
Vice Chairman & Chief Strategy Officer32.9yrsno data1.25%
NT$ 5.5b
Min-Chieh Hsieh
COO & Director14.9yrsno data0.00078%
NT$ 3.4m
Tze-Kaing Yang
Director9.8yrsno datano data
Chiang-Sheng Tsang
Directorno datano data0.19%
NT$ 839.6m
Yen-Cheng Chen
Director17.9yrsno data0.023%
NT$ 100.2m
Ruey-Shan Guo
Independent Directorno datano datano data
Yu-Chia Hsu
Director9.8yrsno data0.0028%
NT$ 12.4m
Hui-Chin Chou Tseng
Independent Directorno datano datano data
Hsing-Chuan Wei
Directorno datano data0.21%
NT$ 930.1m
14.9yrs
Average Tenure

Experienced Board: 2357's board of directors are seasoned and experienced ( 14.9 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/06 13:21
End of Day Share Price 2026/05/06 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

ASUSTeK Computer Inc. is covered by 28 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Yingchao YangBarclays
Alberto MoelBernstein
Robert ChengBofA Global Research