Surging demand for AI servers propels Taiwan’s Wistron and Quanta to record revenues, with notebooks and next-gen server shipments driving growth across global markets this quarter.
Taiwan’s dominant electronics manufacturers Wistron Corp and Quanta Computer Inc have reportedly posted record revenues for September, fuelled by strong global demand for artificial intelligence (AI) servers powered by NVIDIA chips.
According to a report by Taipei Times, Wistron posted a 109.94 per cent year-on-year (YoY) surge in revenue last month to NT$203.44 billion (US$6.66 billion), marking its highest-ever September performance. Third-quarter revenue jumped 108.3 per cent from a year earlier to NT$567.8 billion, while nine-month revenue rose 94.87 per cent to a record NT$1.47 trillion.
The company said robust AI server orders continue to drive its growth, with the momentum expected to extend into the current quarter. Server sales contributed about 70 per cent of Wistron’s total revenue in the previous quarter, largely from AI-related products. Despite a product transition between NVIDIA’s GB200 and GB300 server platforms, demand remained high for both models, a company official said.
Moreover, Wistron shipped 2.2 million notebook computers in September and 6.4 million in the third quarter, up 23 percent YoY. It also delivered 900,000 desktop computers and an equal number of displays last month. Desktop shipments declined slightly, while display sales grew 11.36 percent YoY. The company expects both categories to rise this quarter.
Meanwhile, rival Quanta Computer also reported record-breaking figures, with September revenue climbing 18.7 per cent to NT$184.11 billion. Third-quarter sales increased 16.65 per cent to NT$495.26 billion, and nine-month revenue rose 49.49 per cent to NT$1.49 trillion.
Quanta said AI servers made up over 60 per cent of its total server revenue in the first half of the year, a share expected to reach 70 per cent by year-end. Growth continues to be driven by NVIDIA’s GB-series chips, with shipments of next-generation GB300-powered servers beginning pilot runs last quarter.
Both companies expect AI demand to sustain strong revenue growth into the coming months.
