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.
Photo: CNA
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.
Singapore-based ride-hailing and delivery giant Grab Holdings Ltd has applied for regulatory approval to acquire the Taiwan operations of Germany-based Delivery Hero SE's Foodpanda in a deal valued at about US$600 million. Grab submitted the filing to the Fair Trade Commission on Friday last week, with the transaction subject to regulatory review and approval, the company said in a statement yesterday. Its independent governance structure would help foster a healthy and competitive market in Taiwan if the deal is approved, Grab said. Grab, which is listed on the NASDAQ, said in the filing that US-based Uber Technologies Inc holds about 13 percent of
The domestic unit of the Chinese-owned, Dutch-headquartered chipmaker Nexperia BV will soon be able to produce semiconductors locally within China, according to two company sources. Nexperia is at the center of a global tug-of-war over critical semiconductor technology, with a Dutch court in February ordering a probe into alleged mismanagement at the company. The geopolitical tussle has disrupted supply chains, with some carmakers reportedly forced to cut production due to chip shortages. Local production would allow Nexperia’s domestic arm, Nexperia Semiconductors (China) Ltd (安世半導體中國), to bypass restrictions in place since October on the supply of silicon wafers — etched with tiny components to
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) yesterday received government approval to deploy its advanced 3-nanometer (3nm) process at its second fab currently under construction in Japan, the Ministry of Economic Affairs said in a news release. The ministry green-lit the plan for the facility in Kumamoto, which is scheduled to start installing equipment and come online in 2028 with a monthly production capacity of 15,000 12-inch wafers, the ministry said. The Department of Investment Review in June 2024 authorized a US$5.26 billion investment for the facility, slated to manufacture 6- to 12nm chips, significantly less advanced than 3nm process. At a meeting with
Taiwan’s food delivery market could undergo a major shift if Singapore-based Grab Holdings Ltd completes its planned acquisition of Delivery Hero SE’s Foodpanda business in Taiwan, industry experts said. Grab on Monday last week announced it would acquire Foodpanda’s Taiwan operations for US$600 million. The deal is expected to be finalized in the second half of this year, with Grab aiming to complete user migration to its platform by the first half of next year. A duopoly between Uber Eats and Foodpanda dominates Taiwan’s delivery market, a structure that has remained intact since the Fair Trade Commission (FTC) blocked Uber Technologies Inc’s
RSS