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Wistron August Revenue Hits Record High of NT$460 Billion, Driven by AI Server Demand
Electronic Technology · Computer Peripherals · economic_daily · 2026-09-09
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Wistron reported a record-breaking August revenue of NT$460.65 billion, a 166.5% year-over-year increase, fueled by robust AI server demand and a strong Q4 outlook.
What Happened
Revenue Performance: Wistron's August revenue reached NT$460.65 billion, marking a 49.3% monthly increase and a 166.5% year-over-year surge, surpassing the NT$400 billion milestone for the first time. Cumulative revenue for the first eight months of the year reached NT$2.51 trillion, reflecting a 98.9% growth compared to the same period last year.
PC Segment Outlook: Shipments for laptops, desktops, and monitors all declined on both a monthly and yearly basis in August. Management maintains its previous guidance, anticipating a double-digit percentage decline in PC-related product shipments for the second half of the year compared to the first half.
Server Business Growth: The server segment remains a key growth driver, with sustained demand for GB300 and the introduction of Vera Rubin by clients. The company expects Q4 performance to exceed Q3, positioning the final quarter as the operational peak for the year, with general-purpose server demand expected to remain stable through early 2027.
Strategic Direction: Wistron continues to capitalize on the strong momentum in the AI server market. By leveraging advanced technology transitions and optimizing its product mix, the company aims to sustain its growth trajectory and maintain its competitive edge in the high-end server industry.