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Inventec October Revenue Hits Record High on Strong AI Server Demand

Electronic Technology · Computer Communications · economic_daily · 2026-11-04

Inventec reported record October revenue of 79.97 billion TWD, driven by robust AI server shipments despite a seasonal decline in laptop volume.

What Happened

Record Revenue Growth: Inventec announced October consolidated revenue of approximately 79.97 billion TWD, a 46% year-on-year increase, marking a record high for the month; year-to-date revenue reached 822.28 billion TWD, up 43.1%.

Shipment Trends: The company reported laptop shipments of 1.4 million units in October, a monthly decline of 400,000 units, with expectations for continued weakness in the fourth quarter.

Server Outlook: Despite ongoing component shortages, Inventec maintains a positive outlook for its server and consumer product segments, driven primarily by strong demand for AI servers.

Upcoming Guidance: The company is scheduled to hold an investor conference on November 10th, where it will provide further details on its fourth-quarter operational outlook and broader industry expectations.

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