Inventec’s revenue in October decreased month-on-month but increased year-on-year. Fashuo will focus on the prospects of AI next Tuesday

Inventec expects server shipments to further increase quarterly in the fourth quarter, driving full-year operations to peak.

Inventec (2356), the leading server motherboard manufacturer, had revenue of 79.966 billion yuan in October, a monthly decrease of 18.9% and an annual decrease of 46% (note: original text). The cumulative revenue in the first 10 months of this year was 8222. 2.7 billion yuan, an annual increase of 43.1%; management stated that server shipments are expected to further increase quarterly in the fourth quarter, driving the full-year operation to a peak. Wearable devices have also entered the peak season, but they face the same memory shortage problem as the industry.

Inventec notebook computer shipments are 1.4 million units, a monthly decrease of 22.2% and an annual decrease of 12.5%. The fourth quarter is expected to be revised downward again, and is expected to be a high single-digit (high single digit) recession. Although shipments have declined, due to the high prices of key components, it will help increase revenue scale.

Inventec mentioned that the demand for its server business has been growing steadily and its revenue in the second half of the year is mainly supported by the server business, which has made up for the impact of the decline in notebook computer shipments. The management is expected to attend a corporate briefing on Tuesday, the 10th of this month, and will provide a precise outlook for the fourth quarter and the first half of next year.