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What MSI makes for data centers

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Listing
Taiwan Stock Exchange: 2377.TW· 144 TWD -0.69% · mkt cap 121.7B TWD0
Snapshot 2026-08-28T02:17:39Z — nightly, not real-time. · Chart on TradingView ↗
Exposure
1 part across 2 layers
No disclosed data-center revenue share on file.

Units and subsidiaries: Motorola/Avigilon

Parts, by layer

Layer 4 — Servers, racks & integration

PartRoleConfidenceCompetitorsNote
Motherboards, CPU trays, switch traysmanufacturerinferredASRock Rack, ASUS, Gigabyte, MiTAC (Tyan)

Layer 9 — Building shell, site & construction

PartRoleConfidenceCompetitorsNote
Physical security & access (via Motorola/Avigilon)manufacturerinferredASSA ABLOY, Allegion, Dormakaba, Honeywell, Johnson Controls, Suprema

Monthly revenue (TWSE/TPEx filing)

MonthRevenue (TWD m)MoMYoY
2026-0719,3428.9%-0.0%
2026-0617,75612.4%106169559.0%
2026-0515,798-3.4%88413695.0%
2026-0416,358-8.3%72615210.0%
2026-0317,84410.6%56256839.0%
2026-0216,141-27.5%38412508.0%
2026-0122,27232.1%22271797.0%
2025-1216,865-16.2%230196287.0%
2025-1120,118-2.5%213331619.0%
2025-1020,6245.5%193213184.0%
2025-0919,5523.8%172589071.0%
2025-0818,834-2.6%153037406.0%

Verification: needs_review.· Markdown · JSON