Feb 2026 Revenue: NT$61.8B, +34.8% YoY

Original: 2356 2026年2月月營收

Summary

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.

Historical Impact

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

Median +5d

+0.73%

Range

-4.83% to +26.01%

Positive outcomes

5/10

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) — February 2026 Monthly Revenue Report - Monthly revenue: NT$61,812,811 thousand (≈ NT$61.81B) - YoY change: +34.84% - MoM change: -3.94% The sharp YoY jump continues the AI server ramp narrative that has driven Inventec's top line through 2025–2026. As one of the primary Taiwanese ODMs building AI server platforms for US hyperscalers, Inventec benefits directly from Nvidia GPU-based system shipments. The slight sequential decline from January is consistent with seasonal patterns around the Lunar New Year holiday rather than a demand signal.