Inventec announced its revenue for April 2025, surpassing expectations with NT$62.1 billion (approx. US$2.05 billion), marking a 4.33% increase month-over-month and a 21.65% rise year-over-year. This performance contrasts sharply with previous Aprils, which typically saw declines compared to March. The company attributed the strong performance to pull-ins ahead of tariff deadlines.
Industry analysts suggest this surge reflects customer stockpiling during the 90-day grace period. Inventec's April revenue set a new historical record for the month, while cumulative revenue from January through April reached NT$219.134 billion (approx. US$7.24 billion), up 20.7% year-over-year—also an all-time high for the period.
The company expects second-quarter notebook and server sales to grow by double-digit percentages sequentially, with wearable device shipments remaining flat quarter-over-quarter. Although the rapid appreciation of the New Taiwan dollar may cause some foreign exchange losses, Inventec does not anticipate any impact on overall operational performance.
In April, Inventec shipped 1.7 million notebooks, down 10.52% month-over-month but up 13.33% year-over-year. Server shipments also showed positive momentum exceeding expectations, with May forecasted to maintain strength. Historically, April tends to see a decline due to a higher base in March and seasonal softness in the second quarter. However, shipment patterns have shifted significantly from prior years under the Trump administration's reciprocal tariff pressures.
Article edited by Jack Wu
