Taiwan AI Server Makers Double October Revenue to NT$1.07 Trillion

Taiwan's five largest AI server makers doubled their combined October revenue to NT$1.07 trillion, about $32.8 billion, up 100.5% from October 2025, according to monthly filings on the Taiwan Stock Exchange's Market Observation Post System (MOPS). Quanta, Wistron, Wiwynn, Inventec and Gigabyte assemble the servers and full racks that ship inside Nvidia-based AI systems, mostly for large US cloud providers.

The growth ran through the whole rack. Sixteen large Taiwanese suppliers tracked by MLQ.ai across chips, servers, networking, cooling, power and consumer hardware posted combined October revenue of NT$3.39 trillion, about $104 billion, up 61.6% from a year earlier and 8.8% from September. Dollar figures use the Federal Reserve's noon buying rate of NT$32.59 per dollar on Oct. 30, the last business day of the month.

Who grew the fastest?

Gigabyte led the server builders at +136.7%, reaching NT$67.0 billion on what the company called strong demand for AI orders. Wistron rose 117.6% to NT$402.6 billion; DIGITIMES attributed the jump to strong AI server demand, and Wistron's own filing cited higher customer demand.

Quanta grew 104.0% to NT$353.3 billion and cited a change in product mix. Its January-through-October revenue of NT$3.31 trillion was almost double the same period of 2025.

October results for the server and rack group:

• Quanta: NT$353.3 bn ($10.84 bn), +8.6% MoM, +104.0% YoY
• Wistron: NT$402.6 bn ($12.35 bn), +5.7% MoM, +117.6% YoY
• Wiwynn: NT$165.1 bn ($5.07 bn), -4.3% MoM, +80.9% YoY
• Inventec: NT$80.0 bn ($2.45 bn), -18.9% MoM, +46.0% YoY
• Gigabyte: NT$67.0 bn ($2.06 bn), +6.2% MoM, +136.7% YoY
• Asus: NT$107.6 bn ($3.30 bn), +10.7% MoM, +62.2% YoY (company said the increase came mainly from AI server sales)

The six main server and rack assemblers, including Foxconn, posted combined October revenue of NT$2.37 trillion, up 66.2% from a year earlier.

Foxconn recorded its highest month ever at NT$1.31 trillion, about $40 billion, up 45.7% from a year earlier and 12.7% from September. The company said its cloud and networking business grew strongly on pull-in demand for AI products. It expects its AI operations to keep growing in the fourth quarter.

What did the rest of the supply chain report?

TSMC, which makes Nvidia's GPUs and most custom AI accelerators, posted record October revenue of NT$586.9 billion, up 59.7%, citing higher demand for advanced-process products. ASE, the largest chip packaging and testing company, grew 47.1% to NT$88.6 billion. Alchip, which designs custom AI chips for cloud customers, jumped 515.8% to NT$10.3 billion from a small base, which it attributed to more products in volume production.

Further down the rack:

• Accton, high-speed network switches: +91.2% to NT$44.7 bn on higher customer demand
• AVC, thermal and liquid-cooling parts: +34.4%
• Delta Electronics, power systems: +30.1%, up 14.2% from September
• UMC, mature-node foundry: +18.3%

Where was growth absent?

Companies with little AI server exposure barely moved. MediaTek, whose revenue comes mostly from smartphone chips, grew 5.8% and was flat with September. Largan, which makes smartphone camera lenses, fell 7.1%. The split shows the growth is concentrated in AI data center hardware, not in Taiwanese electronics as a whole.

What happens in the fourth quarter?

Quanta said AI servers made up 75% to 80% of its server revenue in the third quarter. It expects AI server revenue to grow from the previous quarter in the fourth quarter even as customers move between Nvidia's GB300 and Vera Rubin platforms, the Taipei Times reported. Small-volume Vera Rubin rack shipments start this quarter, with larger volumes in the first quarter of 2027. Quanta expects its server business to grow by a double-digit percentage next year.

The October filings cover sales, not orders, and Nvidia does not break out its Taiwan supply chain. This week's reported board moves to replace CEO Jensen Huang do not appear in these numbers. November revenue is due by Dec. 10, and if company guidance holds, the fourth quarter should extend the sharpest sustained expansion in Taiwan's server assembly sector on record.