Wiwynn said changes in how it buys components with customers began to show results in the second quarter of 2026, helping lift gross margin to 9.3%. The server ODM said the shift also supported operating margin of 7.3% and net profit margin of 5.4% as it navigated AI product mix changes and higher component costs.
Since April, some customers have moved memory purchases to a consignment model, with those amounts excluded from revenue and cost of sales. Wiwynn also said new-product introductions boosted non-recurring engineering income in the quarter, helping gross margin rise 1.75% from the first quarter.
The company reported second-quarter revenue of NT$278.153 billion (US$8.61 billion), up 26.0% year on year, while net profit rose 23.5% to NT$14.969 billion. Earnings per share reached NT$80.43, compared with NT$65.23 a year earlier. For the first half of 2026, revenue climbed 41.7% to NT$554.66 billion, and net profit increased 32.7% to NT$29.084 billion.
Wiwynn said it remained focused on the AI and data center markets and would continue investing in computing, cooling and power supply technologies. The board approved a second-half 2026 consolidated capital expenditure budget of US$942 million, mainly for power, equipment, land and plant investments.
The board also approved plans to issue a first domestic unsecured convertible bond worth up to NT$15 billion and arrange a US$1.5 billion syndicated credit facility. In addition, it approved the ex-rights schedule for the 2025 stock dividend distribution, with the ex-rights trading date set for Sept. 2 and the record date on Sept. 8.
Article edited by Jerry Chen
