台湾五家AI服务器厂商10月营收合计2.02万亿新台币，同比增六成
人工智能服务器的需求仍在快速增长。台湾五家生产 AI 服务器的厂商公布的 10 月营收显示，五家公司 10 月合计营收 2.0201 万亿新台币，同比增长 60.9%，环比 9 月增长 7.8%。数据来自各公司在台湾公开资讯观测站（MOPS）提交的月度营收申报。
增长最快的是技嘉：10 月营收 670.4 亿新台币，同比增长 136.72%，今年前十个月累计 4,710 亿新台币、同比增长 70.72%，申报中将原因写为“AI 订单需求畅旺”。纬创 10 月营收 4,026.1 亿新台币，同比增长 117.56%，今年前十个月累计 3.29 万亿新台币、同比增长 99.53%，申报称主要原因是客户需求增加；分析师丹·尼斯特引述媒体报道称，纬创 10 月营收约 123 亿美元，是该公司有记录以来第二高的单月数字。
纬颖 10 月营收 1,651.3 亿新台币，同比增长 80.94%，今年前十个月累计 1.15 万亿新台币、同比增长 54.03%。英业达 10 月营收 799.7 亿新台币，同比增长 46.02%，今年前十个月累计 8,222 亿新台币、同比增长 43.08%。鸿海（富士康）10 月营收 1.31 万亿新台币，同比增长 45.73%，今年前十个月累计 8.98 万亿新台币、同比增长 40.40%。
需要注意的是，月度申报只公布总营收，不拆分 AI 服务器与其他产品，也不公布客户名称与利润率；鸿海的数字尤其包含消费电子等大块非 AI 业务。剔除鸿海后，其余四家 10 月合计营收 7,147 亿新台币，同比增长 98.9%，是更能反映 AI 服务器需求的口径。环比来看，鸿海、技嘉与纬创较 9 月上升，纬颖与英业达则回落。
广达与台积电截至 11 月 7 日上午尚未提交 10 月数据，申报截止日为 11 月 10 日。这批数据出炉的同一周，AI 股经历剧烈波动：12 只 AI 股 11 月 5 日星期四单日蒸发 1.45 万亿美元市值，到 11 月 6 日星期五收盘时追回 4,690 亿美元。申报反映的是已经入账的营收，与股价走势是两回事。
Taiwan's Five AI Server Makers Post NT$2.02 Trillion in October Revenue, Up 60% Year on Year
Demand for AI servers is still growing fast. Five Taiwanese companies that build AI servers reported combined October revenue of NT$2.0201 trillion, up 60.9 percent from a year earlier and 7.8 percent above September, according to their monthly filings on Taiwan's Market Observation Post System (MOPS).
Gigabyte grew fastest: October revenue of NT$67.04 billion, up 136.72 percent year on year, with NT$471.0 billion for the first ten months, up 70.72 percent; its filing cited "strong demand for AI orders." Wistron reported NT$402.61 billion, up 117.56 percent, and NT$3.29 trillion for January to October, up 99.53 percent, attributing the growth mainly to higher customer demand. Analyst Dan Nystedt, citing media reports, put Wistron's October revenue at about US$12.3 billion, the company's second-highest monthly figure on record.
Wiwynn reported NT$165.13 billion, up 80.94 percent, and NT$1.15 trillion year to date, up 54.03 percent. Inventec reported NT$79.97 billion, up 46.02 percent, and NT$822.2 billion year to date, up 43.08 percent. Hon Hai, also known as Foxconn, reported NT$1.31 trillion, up 45.73 percent, and NT$8.98 trillion year to date, up 40.40 percent.
The monthly filings give total revenue only: they do not split AI servers from other products, name customers, or give margins, and Hon Hai's figure in particular includes large non-AI businesses such as consumer electronics. Excluding Hon Hai, the other four reported NT$714.7 billion, up 98.9 percent — the cleaner read on AI server demand. Month on month, Hon Hai, Gigabyte and Wistron rose from September, while Wiwynn and Inventec fell.
Quanta and TSMC had not filed October revenue as of the morning of November 7; the filing deadline is November 10. The filings arrived in a week of sharp swings in AI shares: 12 AI stocks lost $1.45 trillion on Thursday, November 5, and won back $469 billion of it by Friday's close. The filings report revenue already booked; they say nothing about share prices.
来源：台湾公开资讯观测站
发布：GSM·美国（发布链接）
图片来源：图：数据中心服务器机房（资料图）。A data center server room. (file photo)
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