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Wistron reports record February revenue driven by strong AI server demand
Thursday, March 12, 2026 at 08:17 AM
Wistron and its subsidiary Wiwynn reported record-breaking revenue for February 2026, defying the typical seasonal slowdown of the Lunar New Year. Wistron's monthly consolidated revenue reached NT$284.89 billion, a 24.75% increase from January and over 177% growth year-over-year, driven primarily by sustained momentum in AI server manufacturing.
Context
Wistron and its subsidiary Wiwynn reported record-breaking consolidated revenue for February 2026, defying the typical seasonal slowdown of the Lunar New Year. Wistron achieved NT$284.89 billion in monthly revenue, representing a 177% year-over-year increase and a 24.75% sequential rise from January. This surge is primarily attributed to robust demand for AI servers and 800G network switches, reflecting a broader industry boom in AI infrastructure spending by global hyperscalers and enterprises.
The strong performance aligns with broader market trends as Dell Technologies recently projected its AI server revenue to double by fiscal 2027. During the Morgan Stanley Technology, Media & Telecom Conference on March 4, 2026, Dell CFO David Kennedy highlighted this momentum, stating, "our dollar pipeline... value has never been higher now than it has been in history." This sentiment underscores the stability of the current AI supply chain, as manufacturing partners like Wistron maintain high utilization rates to clear massive backlogs for high-performance computing hardware.
Sources (9)
[PDF] Annual Report - WistronInvestors - WiwynnMonthly Sales Announcements-Financial Information-Investor Relations-WNCDell expects AI server revenue to double in fiscal 2027 on data center boom | ReutersThis AI server stock is set for a 50% rally, according to BernsteinWistron posts record February revenue driven by AI server shipmentsDell at Morgan Stanley Conference: AI Servers Drive Growth By Investing.comAI Infrastructure Expansion Drives Data Center IT Component Market Growth, According to Dell'Oro Group
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