Oct 2025 Revenue: NT$60.6B, +7.66% YoY
Original: 2356 2025年10月 月營收
Summary
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.
Full Translation
Inventec (TWSE: 2356) October 2025 Monthly Revenue Report: Monthly revenue came in at NT$60.56 billion (NT$60,560,719 thousand), representing a year-over-year increase of +7.66% versus October 2024. On a sequential basis, revenue declined -1.21% month-over-month from September 2025. The mid-single-digit YoY growth is consistent with sustained demand from AI server and cloud infrastructure customers, though the slight MoM softness warrants monitoring against ODM peers' shipment cadence into year-end.