Wistron's revenue in September dropped 12% month-on-month and teamed up with Wiwing to reach a new high in the same period

Wistron received Super Micro CEO Su Zifeng this month to visit the company's dedicated production line. Su Zifeng posted photos on her X account.

[Reporter Fang Weijie/Taipei Report] Wistron (3231) benefited from strong orders for AI servers. Its revenue in September was 380.806 billion yuan, a monthly decrease of 17.2% and an annual increase of 87.2%, a record high in the past. A new high for the same period, driving the third quarter revenue to set a new record for a single quarter. The revenue of the group's subsidiary Wiwynn (6669) reached its peak in September, with single-month revenue of 172.62 billion yuan, a monthly increase of 19.6% and an annual increase of 99.99%.

Wistron's revenue in September was 380.806 billion yuan, a monthly decrease of 17.2% and an annual increase of 87.2%. In the third quarter, revenue was 1.14909 billion yuan, a quarterly increase of 28.3% and an annual increase of 102.3%. The cumulative revenue in the first three quarters was 2.890836 billion yuan, an annual increase of 97 .25%; Wiwynn’s revenue in September was 172.62 billion yuan, a monthly increase of 19.6% and an annual increase of 99.99%. In the third quarter, revenue was 434.618 billion yuan, a quarterly increase of 56.2% and an annual increase of 62.9%. In the first three quarters, revenue was 989.27 billion yuan, an annual increase of 50.3%.

Wistron shipped 1.5 million notebook computers in September, a monthly increase of 7.14% and a year-on-year decrease of 31.8%. Desktop shipments were 500,000 units, which was flat month-on-month and a year-on-year decrease of 44.4%. Monitor shipments were 950,000 units, a month-on-month increase of 26.7% and an annual increase of 5.6%. %; in the third quarter, notebook computer shipments were 4.5 million units, a quarterly decrease of 20% and an annual decrease of 29.7%; desktop shipments were 1.7 million units, a quarterly decrease of 22.7% and an annual decrease of 30.6%; and monitor shipments were 2.6 million units, a quarterly decrease of 8.9% and an annual increase of 6.1%.

Judging from the forecast of shipments in the fourth quarter compared with the third quarter, Wistron believes that notebook computers are expected to experience a double-digit percentage decline, and desktop computer and monitor shipments are expected to be flat; shipments of GPUs, AI servers, general servers, and Netcom products are expected to increase significantly from the third quarter and reach annual shipment peaks in the fourth quarter.

Regarding the monthly decrease in revenue, Wistron pointed out that there is no special reason for the current fluctuation. It is neither caused by customers pulling goods in advance nor due to material shortages, which highlights the need to conduct operational analysis on a quarterly basis. For NVIDIA's new generation Vera Rubin servers, the company has begun small-volume shipments, and the overall situation is similar to what was seen in August.

Speaking of customers, in addition to Huida, Wistron recently received the CEO of Advanced Micro Devices (AMD), Su Zifeng, who came to Taiwan to visit the supply chain. He was accompanied by General Manager Lin Jianxun to inspect the AMD dedicated production line. Su Zifeng also posted photos on his