Dec 2025 Revenue: NT$52.2B, -14.3% YoY

Original: 2356 2025年12月月營收

Summary

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.

Historical Impact

10 past Monthly Revenue · ≈ 8-K events at Inventec

Median +5d

+1.79%

Range

-3.93% to +26.01%

Positive outcomes

6/10

Filed	P₀	P₊₅	+5d
Jun 17, 2026	NT$68	NT$67	-1.33%
May 17, 2026	NT$52	NT$65	+26.01%

Full Translation

Inventec (TWSE: 2356) December 2025 Monthly Revenue Report: - Current month revenue: NT$52.16B (NT$52,156,348 thousand) - Month-over-month change: -4.76% - Year-over-year change: -14.3% December revenue contracted both sequentially and on an annual basis, with the YoY decline of 14.3% representing a material weakening compared to typical year-end seasonality. As a major ODM supplier of servers and notebooks, the softness may reflect inventory adjustments at hyperscaler and PC OEM customers heading into 2026, even as AI server demand remains a structural growth driver for the sector.