総合バリュエーションレンジ · 保守的 42–46 / 妥当 65–87 / 楽観的 110–125。63.8 時点で 保守的レンジと妥当レンジの間。
レポート公開時 67.7（2026年6月21日）
Inventec reported May consolidated revenue of NT$82.81 billion, up from NT$61.20 billion a year earlier.
Possible impact:May affect expectations for shipment momentum and continued AI-server demand.
Inventec showcased AI Factory solutions spanning AI infrastructure, manufacturing, robotics and edge applications at COMPUTEX 2026.
Possible impact:May affect expectations for AI hardware and physical-AI commercialization.
Inventec expanded its NXP collaboration toward EV zonal-control architectures and 48V software-defined vehicle platforms.
Possible impact:May affect expectations for automotive electronics and JDM growth.
Inventec Q1 2026 revenue rose 28% YoY to NT$200.31 billion; profit rose 43% to NT$2.43 billion.
Possible impact:May affect full-year revenue, profitability and product-mix expectations.
Inventec’s board resolved a NT$2.00 cash dividend for 2025 earnings, up from NT$1.70 for 2024.
Possible impact:May affect views on shareholder returns, cash flow and earnings stability.
Automatically summarized from public sources; for context only, not investment advice.
データ提供：EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。
Inventec Corporation, together with its subsidiaries, develops, manufacture, processes, and trades in computers and related products in Taiwan, the United States, Japan, Hong Kong, Macau, Mainland China, and internationally. The company operates through Core Department and Other Department segments. It offers personal systems, including notebook PC, desktop/AIO, and thin client products; and enterprise and cloud data center products, such as servers, blade servers, network switches, storage devices, rack solutions, and server management software, as well as storage server and network switch solutions. The company is also involved in the environmental energy and emerging technology businesses. In addition, it engages in the trading, leasing, management, and business management activities; developing, producing, and selling intelligent mobile devices; sale of 5G hardware and software; sale of solar cells and medical equipment; electronic product software development and house leasing activities; and production and sale of medical devices. Inventec Corporation was incorporated in 1975 and is headquartered in Taipei, Taiwan.
Inventec Corporation was organized in 1975 and is headquartered in Taipei, Taiwan, listing on the Taiwan Stock Exchange in November 1996. It began as a Taiwan hardware manufacturer of computers and related products, building its notebook-led ODM business, while its Data Center Solutions server arm traces back to 1998. The company has since shifted from notebook-led to server-led revenue: full-year revenue rose from NT$519.7 billion in 2021 to NT$691.2 billion in 2025, and in Q1 2026 revenue reached NT$200.3 billion, up 28% year on year, with servers in the 51%-55% band of total sales.
Inventec operates in the server ODM and EMS layer of the AI infrastructure stack, designing and manufacturing computing hardware for customers that own the brand or cloud platform. Its product set spans notebooks, servers, AI servers, rack solutions, storage, switches and smart devices, with server revenue now above half of total sales. Its peer set includes Quanta, Wistron, Wiwynn, Compal and Hon Hai. The company runs a manufacturing footprint across the United States, Mexico and Thailand, though it still earns thin assembly margins, with Q1 2026 gross margin of 5.1% and operating margin of 1.8%.
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