AI news Oct 10, 2026

Today · relayed October 9

Wistron posts record NT$1.15T quarter; only one relay has it

Taiwanese contract server maker Wistron's third-quarter revenue hit a record NT$1.15T, up 102.4% year on year; the same post says three Taiwanese power-supply makers, Lite-On, Delta and AcBel, are sharply raising capital spending this year. Dan Nystedt, a Taipei-based technology reporter, relays Taiwanese media: Wistron's "3rd quarter revenue rose 102.4% year-on-year to an all-time-high NT$1.15 trillion", which the post says puts its quarterly revenue ahead of that of Quanta, its Taiwanese server-making rival. Lite-On's capital spending this year is NT$18B, against NT$7B last year, and it has separately signed a US$350M construction contract for a plant in McKinney, Texas, that will make high-voltage DC power racks; Delta has raised its figure to NT$70B, from a plan earlier this year of NT$46.6B; AcBel's has doubled from last year (Dan Nystedt, 2026-10-09). Our reading of the two together: with server assemblers' revenue surging, the pressure to expand capacity is reaching rack power supplies too. But it all rests on a single relay, and we haven't checked the companies' own announcements. Revenue doubling doesn't mean shipments doubled, and currency and product mix haven't been ruled out. The three power-supply makers use different baselines: Lite-On and AcBel compare with last year, Delta with its plan from earlier this year. Non-AI projects may also be included; the post doesn't break them out.