ACI Q2 Strategic Focus

Intro

As Edge AI and industrial intelligence accelerate in 2026, how do we sustain high-margin growth and build the next $5B business? The secret lies in leveraging external innovation and internal resource allocation to empower our focusing business areas. Advantech Corporate Investment (ACI) acts as the company's "innovation radar" and "growth accelerator." Through three distinct functions— NBD, CVC and M&A—we are bringing in new technologies, ecosystem partners and the resources required to sharpen your product portfolios and sales pipelines.

NEW BUSINESS DEVELOPMENT (NBD)

To break out of existing product paradigms to uncover and capture high-growth new vertical markets.

Latest Achievements in H1,2026:

• SkyRack L11 Liquid Solution Investment

Initiated the L11 Liquid Solution Investment to catch future market trend, target to achieve 90M USD revenue in 2031.

• ARM Platform Business Expansion

To increase ARM platform related SW and HW resources through internal and external investment. 

• IoT Automation Control Business Expansion
  

To increase internal investment into IoT Automation Control PD to accelerate business growth to reach 50M+ USD revenue target in 2030.

Topics Under Process:

• Autonomous System and Robotics Sector BU
• AI-Powered Vision Inspection
• Environment & Agriculture
  
• Edge Lifecycle SW Service
  

Corporate Venture Capital (CVC)

To accelerate the company's future growth by investing in disruptive technologies, solutions and establish strategic IoT ecosystems.

Latest Achievements in H1,2026:

• Investment through Momenta AIOT Fund

-          Minds.ai is acquired by Applied Materials

-          Advantech CRA Compliance, IEC 62443 Pre-Certified Hardware and ONEKEY SBOM

• Investment through Tianying(天鷹)

Advantech invested in LingYu Robotics (灵御智能), a high-precision physical-world data infrastructure provider for embodied intelligence, through Tianying Capital, a AIoT Ecosystem Fund we partner with.

• Nagarro Strategic Alliance
  

Formed the Nagarro Advantech Co-Creation (NACC) model spanning two collaboration tracks — SW Development & Service, and Mutual Cross Selling; For the SW Development & Service, Advantech will leverage Nagarro's SW capability to expand Advantech's Edge AI software offerings and service, such as WEDA. As for Mutual Cross Selling , Advantech will invest in dedicated Business Development Managers (BDM) to drive joint sales opportunities.

• Financial Portfolio Cultivation

Cultivating high-potential growth equities via periodic strategic alignment with the Procurement unit; systematically deployed capital into robust growth equities.

Mergers & Acquisitions (M&A)

To acquire products, solutions, markets, and talents through direct acquisition of certain companies that could create significant synergies with Advantech group.

Topics Under Research and Process:

• Regional ARM Platform focused companies focusing on certain chipsets/sectors that could accelerate and optimize Advantech ARM platform business to capture the fast-growing trend in IoT field.
• AI-Powered Vision Inspection anchored-acquisition target.