AI Server Demand Booms; Quanta and Wistron Report Record March Revenues
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Quanta Computer and Wistron have reported record-high consolidated revenues for the first quarter, driven by strong demand for AI servers. Quanta's Q1 revenue was NT$809.22 billion, a 66.6% year-on-year increase, while Wistron's was approximately NT$846.30 billion, a 144% year-on-year increase. Both companies foresee continued growth in AI server shipments.