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DigiTimes
Wistron sees AI server growth accelerate in August; new HPE, Lenovo and Oracle orders add 4Q26 lift
Wistron has reported a sharper growth forecast for AI servers in August 2026, largely due to recent orders from HPE, Lenovo, and Oracle. In July, Wistron's revenue was NT$308.22 billion (approximately US$9.53 billion), reflecting a 4.2% drop from the previous month but a striking 60.8% increase compared to the same period last year. This upward trend suggests robust demand and an expanded customer base in the AI server market.
ExperimentConfidence: HighShort term horizon
Published 7 Aug 2026, 10:20 UTC1 min read
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Summary
TL;DR
- Wistron projects accelerated AI server growth in August 2026.
- Recent orders from HPE, Lenovo, and Oracle boost expectations.
- July revenue reported at NT$308.22 billion, down 4.2% month-over-month.
- Year-over-year revenue growth of 60.8% indicates strong market demand.
- Potential memory glut by 2028 could impact the industry.
Interesting facts
- Wistron's revenue growth indicates a strong recovery in AI server demand post-pandemic.
- The increase in orders from major tech firms suggests a shift in market focus towards AI capabilities.