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Goldman Sachs Raises Wiwynn Price Target to NT$4,000 on Strong AI Server Momentum
Electronic Technology · Computer Communications · economic_daily · 2026-10-25
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Goldman Sachs has upgraded its price target for Wiwynn to NT$4,000, citing robust AI server demand and new customer acquisition as key growth drivers for the company.
What Happened
Revenue Growth Outlook: Goldman Sachs reports that Wiwynn's September revenue hit new highs, with expectations for a 60% year-over-year increase in Q4. This strong momentum is driven by the rapid scaling of AI server demand and the upcoming mass production of new server racks.
Key Growth Drivers: The company's growth is supported by four main pillars: demand for new ASIC AI servers, stable traditional server demand, the launch of GPU-based AI server racks, and potential new clients in the ASIC segment. These factors are expected to maintain double-digit year-over-year revenue growth through the end of the year.
Industry Market Trends: Goldman Sachs has revised upward its capital expenditure forecasts for major US cloud service providers, projecting a total of $1.39 trillion by 2028. Furthermore, the firm anticipates that ASIC penetration will climb to 58% by 2028, providing a favorable backdrop for Wiwynn's business.
Financial Upgrades: Reflecting improved margins and revenue growth, Goldman Sachs has raised its earnings forecasts for Wiwynn through 2028. The firm maintains a 'Buy' rating and has increased the price target to NT$4,000, projecting a 37% annual growth rate in EPS for 2027-2028.
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