Wistron (3231-TW) announced today (7th) that its July revenue reached TWD 308.219 billion, an increase of over 60% year-on-year. Cumulative revenue for the first seven months of the year hit TWD 2.05 trillion, up over 88% year-on-year. Wistron stated that AI server growth momentum becomes even stronger starting in August, expecting sequential quarterly growth and reaching a peak in AI server business during the fourth quarter.
Wistron's July revenue was TWD 308.219 billion, down 4.22% month-on-month but up 60.76% year-on-year. Cumulative revenue for the first seven months of the year reached TWD 2.05 trillion, up 88.16% year-on-year. Regarding shipments of the three major products in July, company management reported notebook shipments at 1.6 million units (down 20% month-on-month, down 20% year-on-year), desktop shipments at 700,000 units (down 12.5% month-on-month, down 6.67% year-on-year), and display shipments at 900,000 units (down 10% month-on-month, up 20% year-on-year).
For the third-quarter outlook on the three major products, Wistron expects notebook shipments to decline quarter-on-quarter, while desktop and display shipments are expected to remain flat quarter-on-quarter.
Regarding server outlook, Wistron noted that AI servers remain the company's primary growth driver. Observations show that growth momentum has become significantly stronger since August, and AI-related business is expected to grow sequentially each quarter, peaking in the fourth quarter. For general-purpose servers, demand in the second half of the year is expected to remain flat compared to the first half.
Wistron further mentioned that mass production of the next-generation platform Vera Rubin has already begun, and demand for the existing GB300 remains strong. Although Q3 is a transition period between old and new products, there is currently no gap between them due to sustained strong pull-in demand for GB300, resulting in a positive overall outlook.
FACT BOX
- Source: PR Times
- Category: News