Q2 ACI Execution Summary

Intro

As Edge AI and industrial intelligence accelerate in 2026, how do we sustain high-margin growth and build the next $10B business? The secret lies in leveraging external innovation to empower our internal business units. Advantech Corporate Investment (ACI) acts as the company's "innovation radar" and "growth accelerator." Through three distinct functions— NBD, CVC and M&A—we bringing in world-class technologies and ecosystem partners to sharpen your product portfolios and sales pipelines.

NEW BUSINESS DEVELOPMENT (NBD) 

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

For PMs & R&D: 

Access cutting-edge technology trends and elite academic research networks.

Latest Achievements:

• WISE Server Initiative: Initiated the L11 Liquid Solution Investment, targeting strategic scaling and synergetic value realization by 2027–2028.
• Global SW Post-Service: Conducting internal research and assessing the feasibility of establishing post-sales software operation and maintenance (O&M) services.
• Vision BO Transformation: Evaluating the necessity of elevating Vision into a corporate-level Business Organization (BO), encompassing Edge Vision and Vision Inspection sub-BUs.
  
• Robotics Platform Integration: Jointly planning with AS&R to spin off the Robotic Suite into a TSU organizational structure, providing centralized robotic assets to all robot-related BUs company-wide.
  

Corporate Venture Capital (CVC)

Build trust through capital and seamlessly integrate top-tier software with Advantech’s robust hardware.

For All Teams: 

Gain access to production-ready, high-margin, and deployment-friendly "Solution Bundles."

Latest Achievements:

• Nagarro Strategic Exit & Alliance: Following Persistent Systems' announcement to acquire Nagarro at a $1.45B valuation, ACI will tender its invested shares while continuously driving a strategic three-way collaboration: Nagarro (including Persistent) + Advantech + Addverb (India’s robotics leader).
• Financial Portfolio Cultivation: Cultivating high-potential growth equities via periodic strategic alignment with the Procurement unit; systematically deployed capital into robust growth equities.

Merger & Acquisition (M&A)

Rapidly expand market share in specific verticals and complete hardware-and-solution roadmaps.

For Sales & BUs:

Instantly absorb mature, market-proven product lines without long R&D cycles to expand contract values.

Expanding Global Footprint: 

Recent strategic acquisitions in targeted industrial and retail sectors are successfully converting into localized sales momentum across key RBUs.