Taiwan Supply Chain Signals: Wistron & Quanta Drive AI Server Revenue Jump; Memory Sales Level Off

Smartkarma
12 hours ago

TSMC (Taiwan Semiconductor Manufacturing) - ADR - Wistron and Quanta drove most of the chain's August revenue growth, about 80% of the sequential increase, while notebook-heavy Inventec and Compal fell below their own seasonal pattern.


Continue reading on Smartkarma:- https://www.smartkarma.com/insights/taiwan-supply-chain-signals-wistron-quanta-drive-ai-server-revenue-jump-memory-sales-level-off?utm_source=tiger_community

By Vincent Fernando, CFA, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/vincent-fernando-cfa-f29d1c28-fc02-4296-afcd-5e900f012d86?utm_source=tiger_community

On TSMC (Taiwan Semiconductor Manufacturing) - ADR (TSM):- https://www.smartkarma.com/entities/taiwan-semiconductor-manufacturing-adr?utm_source=tiger_community

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