Wistron's October revenue reaches NT$402.6 billion on AI server demand
That is about US$12.2 billion and 5.73% above September; January–October revenue of NT$3.29 trillion is up 99.53%, a record for the period, DIGITIMES reports.
Why it matters
Wistron builds servers and boards for the big AI chip and cloud companies, so its monthly sales are an early read on how much AI hardware is actually shipping. October revenue of NT$402.6 billion was up 5.73% on September and 1.18 times higher than a year earlier, and January to October sales of NT$3.29 trillion nearly doubled. The figures land as markets question AI spending. Watch whether November holds up and what other Taiwanese server makers report.
Key facts
- October revenue NT$402.6 billion (US$12.2 billion)
- Up 5.73% month on month
- Up 1.18 times year on year
- January–October NT$3.29 trillion, up 99.53%