Leadroid chairman announces AI transformation ahead of retirement

Leadroid chairman Lu Kun-shan is steering the company through a significant strategic pivot in his final shareholder meeting before retirement, transitioning the firm from its traditional role as a graphics processing unit (GPU) agent to a focus on physical AI and on-site AI solutions.

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The company has completed its strategic transformation in recent years, gradually shifting from primarily GPU agency sales to the physical AI and on-site AI solutions market, and officially established a new business unit this year, entering the workstation, AI server, and liquid cooling related application fields.

During the meeting on June 3, 2026, Lu announced the establishment of a new business unit dedicated to workstations, AI servers, and liquid cooling applications. This move signifies Leadroid's commitment to the burgeoning AI market, aiming to serve government and enterprise clients by providing integrated AI technologies that prioritize information security and data privacy.

The company's strategy now centers on large language models (LLMs), Omniverse, and local AI computing. Leadroid is not positioning itself as a high-end AI server hardware vendor but rather as a specialist in workstation and AI software integration. The goal is to help clients realize the practical benefits of AI implementation and to resolve integration challenges between hardware and software.

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Leadroid is not positioning itself as a high-end AI server hardware market player, but rather locks onto the workstation and AI software integration market, hoping to allow customers to actually feel the benefits of AI landing applications and assist in solving integration problems in the hardware and software introduction process.

To concentrate resources on AI, Leadroid has streamlined its operations by discontinuing non-core businesses. The new business unit will leverage the expertise of major shareholder D-Link in chassis design and cooling technologies. Lu expressed optimism for the second half of the year, citing a market demand that continues to outstrip supply. However, he cautioned that actual performance will depend on GPU delivery times, original manufacturer capacity, and the availability of components like memory and CPUs.

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Currently, the market is still showing demand exceeding supply, and the company is optimistic about the order and business development in the coming quarters.

Leadroid is also diversifying its market presence, reducing its reliance on the Chinese market. Previously accounting for 65% of revenue, China's share has been adjusted to approximately 50%, with plans to further increase overseas market proportion to mitigate single-market risks. Lu Kun-shan is set to be succeeded by D-Link chairman Liang Jian-fa, who is expected to continue the AI transformation strategy and focus on high-margin core businesses.

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The board of directors is expected to confirm D-Link chairman Liang Jian-fa as the new chairman on June 8. The new team will continue to promote the AI transformation strategy and focus on the development of core businesses with technical barriers and higher profit margins.