Oct 2025 Revenue: NT$86.3B, +150.2% YoY
Original: 6669 2025年10月 月營收
Summary
Wiwynn reported October 2025 revenue of NT$86.3B (~US$2.7B), up 150.2% YoY but down 10.1% MoM from September's record pace. The triple-digit YoY growth confirms sustained hyperscaler AI server demand, while the modest MoM dip likely reflects shipment timing rather than a cyclical inflection.
Full Translation
Wiwynn (6669) October 2025 Monthly Revenue Filing:
- Current month revenue: NT$86,316,601 thousand (NT$86.32B / ~US$2.71B)
- YoY change: +150.16% — more than doubling vs. October 2024, reflecting continued strength in AI/cloud infrastructure server shipments to hyperscaler customers
- MoM change: -10.07% — sequential softening from September's level, but still at historically elevated absolute levels
The filing underscores Wiwynn's position as a primary beneficiary of the ongoing AI capex cycle, with revenue running at a run-rate well above the 2024 baseline. The MoM pullback is modest in context of the YoY surge and is consistent with lumpy hyperscaler order patterns rather than a demand inflection.