Feb 2026 Revenue: NT$228.4B, +151.5% YoY

Original: 3231 2026年2月月營收

Summary

Wistron reported February 2026 revenue of NT$228.4B, up a striking +151.5% YoY, though down -10.5% MoM from January's seasonally strong print. The blockbuster YoY surge reflects sustained AI server demand — Wistron is a key ODM for NVIDIA AI rack systems (GB200/GB300), and this magnitude of acceleration signals AI capex remains in full swing despite typical post-Lunar New Year February seasonality.

Historical Impact

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

Median +5d

-1.45%

Range

-9.02% to +10.33%

Positive outcomes

2/10

Filed	P₀	P₊₅	+5d
Jun 17, 2026	NT$163	NT$161	-1.23%
May 17, 2026	NT$136	NT$150	+10.33%

Full Translation

Wistron (TWSE: 3231) reported February 2026 monthly revenue of NT$228.37B (NT$228,366,631 thousand). Year-over-year, revenue grew +151.54%, more than doubling versus February 2025. Month-over-month, revenue declined -10.53% from January 2026, a typical seasonal pullback given February's shorter working days and the Lunar New Year holiday impact. The triple-digit YoY growth rate underscores Wistron's positioning as a primary beneficiary of the AI server ODM cycle, with NVIDIA Blackwell-generation rack shipments driving structural demand.