Jan 2026 Revenue: NT$64.4B, -10.95% YoY

Original: 2356 2026年1月月營收

Summary

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.

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) — January 2026 Monthly Revenue Report - Current month revenue: NT$64.35B (NT$64,350,236 thousand) - Month-over-month change: +23.38% - Year-over-year change: -10.95% January revenue rebounded sharply on a sequential basis (+23.38% MoM), though it remained 10.95% below the same month last year. The MoM strength suggests order flow recovery entering 2026, while the YoY softness warrants monitoring given Inventec's exposure to AI server ODM demand and notebook OEM cycles.