Inventec

The company has been invited to participate in the Citi 2026 Taiwan Conference, an investor event hosted by Citi for institutional investors. Such conferences typically involve management meetings with analysts and fund managers, offering investors updated insight into business outlook and strategy. Full body available on MOPS.

The company has been invited to participate in the Bank of America (BofA) 2026 Asia Conference, an investor conference where management typically meets with institutional investors and analysts. Such participation is routine investor relations activity and does not by itself signal a material business event. Full body available on MOPS.

Inventec disclosed the key resolutions adopted at its 2026 (ROC year 115) Annual General Meeting of Shareholders. AGM resolutions typically cover financial statement ratification, earnings distribution (dividends), director elections, and amendments to corporate bylaws. Full body available on MOPS — investors should review for dividend amount and any board/charter changes.

The company announced the re-election of its Board of Directors at the 115th (2026) Annual General Shareholders' Meeting. This is a routine governance matter, though investors should review the slate for any changes in board composition that could signal shifts in strategy or oversight. Full body available on MOPS.

Inventec's shareholders' meeting passed a resolution lifting the non-compete restrictions on its directors, allowing them to engage in business activities that may compete with the company. This is a routine corporate governance matter under Taiwan's Company Act (Article 209) and typically enables directors to hold concurrent positions at affiliated or related entities. Full body available on MOPS.

The board of directors has resolved on the election of a new Chairman. Chairman appointments are material governance events that can signal strategic direction and capital allocation priorities. Full body available on MOPS.

The board of directors has resolved to appoint a new President (總經理), the top executive officer responsible for day-to-day operations. Executive leadership changes at this level are material to investors as they can signal shifts in strategy, operational direction, or succession planning. Full body available on MOPS.

The company announced the members elected to serve on its 4th Audit Committee, a routine corporate governance matter typically tied to the board's term renewal. Audit committee composition affects oversight of financial reporting, internal controls, and auditor relationships. Full body available on MOPS.

The board of directors resolved to appoint members of the 6th-term Remuneration Committee, a routine corporate governance action required under TWSE rules. The committee oversees director and executive compensation policy. Full body available on MOPS.

The board of directors has resolved to appoint members of the 3rd-term Sustainability Development Committee, a routine ESG governance action. This reflects ongoing oversight of the company's sustainability strategy and disclosures but does not signal a material change in operations or financials. Full body available on MOPS.

Inventec reported September 2025 revenue of NT$61.3B, up 17.8% YoY and 12.7% MoM, reflecting continued strength in AI server shipments. The double-digit sequential acceleration suggests sustained demand momentum heading into Q4, consistent with broader Taiwan AI server ODM cyclical signals.

Inventec reported October 2025 revenue of NT$60.56B, up 7.66% YoY and down 1.21% MoM. The mid-single-digit YoY growth reflects steady AI server demand momentum, while the slight sequential dip suggests modest near-term shipment timing rather than a trend reversal.

Inventec reported November 2025 revenue of NT$54.77B, down 15.3% YoY and down 9.57% MoM, marking a notable deceleration. The double-digit YoY decline suggests softening server/notebook ODM demand, with the sequential drop signaling potential pull-in dynamics rather than sustained AI server momentum.

Inventec reported December 2025 revenue of NT$52.16B, down 14.3% YoY and down 4.76% MoM, marking a notable deceleration into year-end. The double-digit YoY decline suggests softness in server/notebook ODM shipments, despite the broader AI server tailwind benefiting Taiwanese ODMs.

Inventec reported January 2026 revenue of NT$64.35B, down 10.95% YoY but up 23.38% MoM, signaling a sequential rebound after a softer December. As a key AI server ODM, the double-digit YoY decline contrasts with the broader AI server upcycle and may reflect customer order timing or product transitions rather than secular demand weakness.

Inventec posted February 2026 revenue of NT$61.81B, up 34.84% YoY and down 3.94% MoM. The strong YoY acceleration reflects sustained AI server demand, as Inventec is a key ODM for hyperscaler AI server platforms (Nvidia HGX/GB-class systems). The modest MoM dip is seasonally typical for February (fewer working days post-Lunar New Year) and does not break the AI-driven growth trajectory.

Inventec reported March 2026 revenue of NT$50.93B, down 1.43% YoY and down 17.6% MoM. The sequential decline reflects typical post-Q4 seasonality, while the modest YoY dip suggests AI server demand is largely offsetting weakness in legacy notebook/consumer electronics ODM volumes.

Inventec (2356) reported April 2026 revenue of NT$84.79B, up 36.5% YoY but down 3.2% MoM from March's NT$87.56B. The strong YoY surge — well above the 30% threshold — reflects sustained AI server demand momentum for the ODM, with April's slight MoM pullback consistent with typical post-quarter-end seasonality rather than a demand inflection.

Inventec (2356) reported Q1 2026 revenue of NT$200.3B with operating income of NT$3.61B and net income after tax of NT$2.43B, translating to basic EPS of NT$0.68. Operating margin came in at roughly 1.8%, reflecting the thin-margin profile typical of Taiwan's ODM/computer peripherals sector, with non-operating items a modest NT$308M drag.