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Dell Earnings Beat Boosts Wistron Shares Amid Strong AI Server Demand
Electronic Technology · Computer Peripherals · cnyes · 2026-09-03
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Wistron shares surged following Dell's strong quarterly results and raised revenue guidance, driven by robust demand for AI server components.
What Happened
Strong Dell Earnings: Dell reported impressive quarterly results, with revenue reaching $46.97 billion and adjusted EPS of $7.04, both beating analyst estimates. The company also raised its full-year revenue forecast to $193 billion, highlighting over $130 billion in AI server orders over the past year.
Wistron Stock Surge: As a key supplier to Dell, Wistron saw its stock price climb significantly, rising over 4.8% during intraday trading on heavy volume. Institutional investors have been net buyers for two consecutive days, reflecting confidence in Wistron's role within the AI supply chain.
AI Server Outlook: Wistron management remains optimistic about the second half of the year, noting that demand for GB300 and the new Vera Rubin servers will prevent any production gaps during the product transition phase. The company expects AI server performance to surpass that of the first half.
Supply Chain Competitiveness: Wistron continues to strengthen its position in the server manufacturing sector through strategic partnerships with global tech giants. Investors are closely monitoring the company's ability to capitalize on the ongoing surge in AI hardware demand.