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Wistron Shares Rebound Despite Heavy Foreign Selling

Electronic Technology · Computer Peripherals · cnyes · 2026-09-11

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Wistron shares showed resilience, rebounding during the session despite significant foreign selling, supported by positive outlooks for its AI server business.

What Happened

Market Performance: Despite heavy selling by foreign institutional investors over the past four days, Wistron's stock demonstrated significant resilience. After opening lower, the stock rebounded during the session and successfully held above its 5-day moving average.

Operational Outlook: Wistron remains optimistic about its AI server business, with shipments of Nvidia's new Vera Rubin platform underway and continued demand for the GB series. The company expects server-related revenue to grow quarter-over-quarter, peaking in the fourth quarter.

Capacity Expansion: To meet rising demand, Wistron recently invested approximately NT$6.6 billion to expand its server production capacity in the United States and Vietnam. This move underscores the company's commitment to strengthening its global supply chain and market position.

Sector Dynamics: Among major electronics manufacturers, Wistron and Pegatron showed relative strength, with Pegatron benefiting from new smartphone shipments. Meanwhile, Compal, Inventec, and Quanta experienced slight declines, reflecting a rotation of market capital across the electronics sector.

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