Taiwan's Five AI Server Makers Post NT$2.02 Trillion in October Revenue, Up 60% Year on Year
Demand for AI servers is still growing fast. Five Taiwanese companies that build AI servers reported combined October revenue of NT$2.0201 trillion, up 60.9 percent from a year earlier and 7.8 percent above September, according to their monthly filings on Taiwan's Market Observation Post System (MOPS).
Gigabyte grew fastest: October revenue of NT$67.04 billion, up 136.72 percent year on year, with NT$471.0 billion for the first ten months, up 70.72 percent; its filing cited "strong demand for AI orders." Wistron reported NT$402.61 billion, up 117.56 percent, and NT$3.29 trillion for January to October, up 99.53 percent, attributing the growth mainly to higher customer demand. Analyst Dan Nystedt, citing media reports, put Wistron's October revenue at about US$12.3 billion, the company's second-highest monthly figure on record.
Wiwynn reported NT$165.13 billion, up 80.94 percent, and NT$1.15 trillion year to date, up 54.03 percent. Inventec reported NT$79.97 billion, up 46.02 percent, and NT$822.2 billion year to date, up 43.08 percent. Hon Hai, also known as Foxconn, reported NT$1.31 trillion, up 45.73 percent, and NT$8.98 trillion year to date, up 40.40 percent.
The monthly filings give total revenue only: they do not split AI servers from other products, name customers, or give margins, and Hon Hai's figure in particular includes large non-AI businesses such as consumer electronics. Excluding Hon Hai, the other four reported NT$714.7 billion, up 98.9 percent — the cleaner read on AI server demand. Month on month, Hon Hai, Gigabyte and Wistron rose from September, while Wiwynn and Inventec fell.
Quanta and TSMC had not filed October revenue as of the morning of November 7; the filing deadline is November 10. The filings arrived in a week of sharp swings in AI shares: 12 AI stocks lost $1.45 trillion on Thursday, November 5, and won back $469 billion of it by Friday's close. The filings report revenue already booked; they say nothing about share prices.
Source: Taiwan Market Observation Post System (MOPS
Published by GSM · USA (original Chinese edition)
Photo: 图：数据中心服务器机房（资料图）。A data center server room. (file photo)
Scientific Reports Paper of November 6: A Survey of 996 U.S. Adults Finds Self-Selection Bias Impedes Electric Vehicle Adoption, From Purdue and Rice Teams2026-11-08
Nature Communications Paper of November 6: Two Types of Salmonella Serovars Use Opposing Pre-Invasion Strategies to Sense and Invade Human Intestinal Epithelium, From McKenna, Geier and Monack2026-11-08