纬创第三季营收同比增长 102.4%,达新台币 1.15 万亿元的历史新高,1 至 9 月营收增长 97.3% 至新台币 2.9 万亿元。英伟达 Vera Rubin 服务器开始投产、Blackwell GB300 和 B300 服务器进入量产是主要推动力;AMD CEO Lisa Su 近期参观纬创新厂竹北 A1,据媒体报道显示 Helios 服务器订单有望持续走强。
AI 生成摘要 · 以原文为准
The start of Nvidia Vera Rubin server production, mass Blackwell GB300 and B300 server production are fueling record high revenue at AI server giant Wistron, and AMD CEO Lisa Su’s recent visit to a new Wistron plant (Zhubei A1) point to continued strength with Helios server orders as well, media report.
Wistron’s 3rd quarter revenue rose 102.4% year-on-year to an all-time-high NT$1.15 trillion, while January thru September revenue hit NT$2.9 trillion, up 97.3%. September revenue rose 87.2% to NT$380.81 billion. Wistron again beat out rival Quanta Computer for 2nd place in quarterly revenue among Taiwan AI server makers. Foxconn is No. 1. $NVDA $GOOGL $AVGO $AMZN $META $MSFT https://www.ctee.com.tw/news/20261009700073-430502
来源:Dan Nystedt · x.com