Sep 2025 Revenue: NT$172.6B, +92.2% YoY
Original: 3231 2025年9月 月營收
Summary
Wistron posted September 2025 revenue of NT$172.64B, nearly doubling year-over-year at +92.21%, signaling sustained AI server demand momentum. Revenue dipped -9.95% month-over-month off a strong August base, but the YoY surge points to continued ramp in AI infrastructure shipments (GPU baseboards/server racks).
Full Translation
Wistron (TWSE: 3231) reported September 2025 monthly revenue of NT$172.64 billion (NT$172,642,595 thousand). Year-over-year growth came in at +92.21%, reflecting an exceptionally strong base effect driven by AI server and cloud infrastructure demand. Month-over-month, revenue declined -9.95% from August 2025, a modest pullback after the prior month's high. The near-doubling YoY pace underscores Wistron's leverage to the AI server build-out cycle, where the company is a key ODM for GPU compute platforms.