Wistron Corp (緯創) yesterday reported a 109.94 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 this quarter.
Revenue last month was NT$203.44 billion (US$6.66 billion), a record for September, while third-quarter revenue was NT$567.8 billion, a 108.3 percent increase from the same quarter last year, the company said.
Revenue in the first nine months of the year was NT$1.47 trillion, up 94.87 percent from the same period last year and also a record for the period, it said.
Photo: Cheng I-hwa Cheng, AFP
The company remains optimistic about AI server revenue growth in this quarter, a Wistron official told the Taipei Times by telephone.
Server sales accounted for about 70 percent of Wistron’s total revenue in the second quarter, with most of it from AI servers, the company said in August.
While the company was in a product transition between servers powered by Nvidia Corp’s GB200 and GB300 chips last quarter, demand was high for both models, the official said.
Wistron shipped 2.2 million notebook computers last month. It shipped 6.4 million units in the third quarter, up 8.47 percent sequentially and 23.07 percent annually.
Notebook shipments this quarter would dip slightly from last quarter, the company said.
Wistron shipped 900,000 desktop computers and 900,000 displays last month, bringing third-quarter totals to 2.45 million units for both items, a 3.9 percent sequential decline in desktops and an 11.36 percent increase in displays.
This quarter, desktop and display shipments are expected rise on an annual and quarterly basis, the company said.
Separately, Quanta Computer Inc (廣達) reported that revenue last month rose 18.7 percent year-on-year, also driven by demand for its AI servers and notebooks.
Revenue last month was NT$184.11 billion, a record for September, Quanta said.
Third-quarter revenue was NT$495.26 billion, a 16.65 percent increase from a year earlier, it said.
Revenue in the first nine months totaled NT$1.49 trillion, up 49.49 percent from the same period last year, it said.
The company in August said that AI servers accounted for more than 60 percent of its total server revenue in the first half of this year.
The percentage is likely to increase further this quarter, a Quanta official told the Taipei Times yesterday.
Growth momentum this quarter is expected to continue to be from servers powered by Nvidia’s GB-series chips, with GB200 models remaining the main growth driver this year, the Quanta official said.
Shipments of new-generation AI servers powered by Nvidia’s GB300 chips underwent pilot runs at the end of last quarter, they said.
The company’s guidance for AI server revenue to grow by a triple-digit percentage from a year earlier and account for 70 percent of total server revenue this year remains unchanged, they added.
Quanta shipped 4.6 million notebook computers last month, the company said.
It shipped 12.7 million notebooks in the third quarter, up 4.95 percent sequentially and 0.79 percent annually, it said.
While the company remains uncertain whether front-loading momentum would extend into this quarter, it maintains its forecast for notebook shipments for the whole of this year to be evenly split between the first and second halves, it said, adding that growth from last year would be by a single-digit percentage.
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