SecondSourceJudgment rebuilt from primary sources

October revenue at four Taiwanese server assemblers was above a year earlier at all four, from 46.02% higher at Inventec to 117.56% at Wistron; Wiwynn and Inventec fell from September.

Concept illustration: a wide panel on a black base has a black top band, where blue lowercase lettering 'wistron' (with a green i) on the left is joined by a short line ending in a dot to a white box lettered 'WISTRON' in black capitals; inside the panel, a short stack of beige flat layers stands on a shelf line at left and a taller stack of red layers at right, each with a white band down its middle. Behind the panel on the right is a beige flat-roofed building with a roll-up shutter door. Printed on the image: +117.56% Wistron October revenue vs a year earlier, compiled by Wistron.

Month-on-month growth has diverged among the assemblers, and the monthly figures are company-compiled with no product breakdown, so they don't show how much comes from AI servers. Wistron's October revenue was about NT$402.6B, up 117.56% on a year earlier and 5.73% on September (Taiwan Stock Exchange, 2026-11). At Quanta, October revenue was about NT$353.3B, up 103.96% on a year earlier (Taiwan Stock Exchange, 2026-11). Wiwynn and Inventec grew more slowly. Wiwynn's revenue was up 80.94% on a year earlier and down 4.34% on September (Taiwan Stock Exchange, 2026-11), and Inventec's was up 46.02% on a year earlier and down 18.93% on September (Taiwan Stock Exchange, 2026-11). The filings don't say why Wiwynn and Inventec fell from September. Wistron also filed the same day that its board approved about NT$11.927B of new investment at its Tainan site (Taiwan Stock Exchange, 2026-11-11). How we checked →

Source and checks

This item ran in the brief of Nov 12, 2026, alongside 16 other items. How we checked it, the quote checks and what was still missing that day are on that issue's How we checked page.

Cite this item

SecondSource (2026). "October revenue at four Taiwanese server assemblers was above a year earlier at all four, from 46.02% higher at Inventec to 117.56% at Wistron; Wiwynn and Inventec fell from September.." https://secondsource.io/en/news/2026-11-12-5/. Accessed access date.