Wistron Corp (緯創) on Tuesday reported a 135.6 percent year-on-year surge in revenue for last month, driven by strong demand for artificial intelligence (AI) servers, with the momentum expected to extend into the third quarter.
Revenue last month reached NT$209.18 billion (US$7.2 billion), a record high for June, bringing second-quarter revenue to NT$551.29 billion, a 129.47 percent annual increase, the company said.
Revenue in the first half of the year totaled NT$897.77 billion, up 87.36 percent from a year earlier and also a record high for the period, it said.
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The company remains cautiously optimistic about AI server shipments in the third quarter, amid an uncertain geopolitical situation, a Wistron official told the Taipei Times by telephone yesterday.
AI server revenue made up more than 50 percent of Wistron’s total server revenue in the second quarter, and the AI server business would continue to be a core focus of the company, said the official, who declined to be named.
Meanwhile, Wistron shipped 2.4 million notebook computers last month and 5.9 million units in the second quarter, the company said.
Second-quarter notebook shipments rose 20.4 percent sequentially, meeting the company’s guidance, but decreased 15.69 percent year-on-year, it said.
The official attributed the quarterly growth momentum to front-loading shipments requested by customers ahead of the end of a 90-day pause of the US’ “reciprocal” tariffs.
Wistron shipped 700,000 desktops and 750,000 displays last month, bringing second-quarter totals to 2.55 million and 2.22 million units respectively, representing sequential growth of 15.91 percent and 4.76 percent, company data showed.
Notebook shipments in the third quarter are expected to remain flat, as market demand remains unclear and uncertainty over US tariff policies on Taiwan persists, the official said.
Separately, Wistron’s cloud computing subsidiary Wiwynn Corp (緯穎) posted NT$85.8 billion in sales last month, bringing second-quarter revenue to NT$220.74 billion, up 185 percent year-on-year.
In May, the company said it expected to ramp up production of its AI servers powered by Nvidia Corp’s GB200 units, and aimed to begin shipments of its first batch of GB300-powered AI servers as early as next month.
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