Wistron Corp (緯創) yesterday reported revenue last month surged 141.59 percent year-on-year to NT$255.25 billion (US$8.1 billion), a company record for December, driven by strong demand for artificial intelligence (AI) servers.
Fourth-quarter revenue grew 1.43 percent to NT$720.94 billion from the same quarter last year, the contract server and notebook computer manufacturer said, expecting the momentum to extend into this quarter.
Last year as a whole, revenue totaled NT$2.18 trillion, up 108.39 percent from 2024 and a new record, it said.
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The company expects strong artificial intelligence (AI) server momentum to buoy its performance this quarter, regardless of the effect of the traditional slow season, a company official said in an interview.
Server sales accounted for about 70 percent of Wistron’s total revenue in the third quarter last year, primarily AI servers, the company said in November last year.
Revenue from its networking business is expected to grow significantly this quarter, with shipments projected to increase 10 times from a year earlier, the official said yesterday on condition of anonymity.
Shipments of notebook computers, desktop computers and display products are expected to decline this quarter due to seasonal factors, but increase from a year earlier, with notebooks showing the strongest momentum amid the upgrade cycle to Windows 11, Wistron said.
Wistron shipped 6.9 million notebook computers in the fourth quarter of last year, up 8 percent sequentially and 30.2 percent annually, as rising DRAM prices prompted clients to front-load orders and the end of support for the Windows 10 operating system accelerated replacement demand.
Last year, the company shipped 24.1 million notebook computers, up 19.3 percent from a year earlier.
The company shipped 2.8 million desktop computers and 2.9 million displays, bringing last year’s total to 10 million units for desktops, up 6 percent year-on-year, and 9.6 million units for displays, down 1 percent annually, it said.
Separately, Quanta Computer Inc (廣達) yesterday reported record revenue of NT$272.5 billion for last month, a 94.5 percent year-on-year surge, driven by robust AI server shipments.
Fourth-quarter revenue increased 53 percent to NT$638.64 billion and full-year revenue rose 50.54 percent to NT$2.12 trillion from a year earlier, it said.
Quanta said server revenue last year met its goal for triple-digit annual growth and expects revenue this year to double from last year, adding that it has order visibility for AI servers through next year.
The company in November last year said that AI servers accounted for about 70 percent of its total server revenue, while the server business accounted for 70 percent of its total revenue in the third quarter of the year.
Both figures are likely to increase further this quarter, a Quanta official said yesterday.
The company’s notebook computer shipments would decline quarter-on-quarter due to seasonal factors, the official said.
Quanta shipped 10.9 million notebooks in the fourth quarter, down 14.2 percent sequentially and 1.8 percent annually, with full-year shipments reaching 45.9 million units, up 1.3 percent from a year earlier, the company said.
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