企業プロフィール · Technology

Wiwynn Corp

6669 · 台湾株
取引所
台湾株
国 / 地域
Taiwan
公式サイト
www.wiwynn.com
現在値
5,745
リアルタイム · 2026年7月27日
妥当買付価格
4,700
安全マージンの起点
ベイリー成長スコア
48/100
やや弱い
本源的価値 · 3 段階レンジ 現在値 5,745 リアルタイム · 妥当レンジと楽観的レンジの間

総合バリュエーションレンジ · 保守的 4,300–4,700 / 妥当 5,000–5,700 / 楽観的 6,500–7,600。5,745 時点で 妥当レンジと楽観的レンジの間。

レポート公開時 4,900(2026年6月12日)

時価総額NT$1.02兆
売上高(TTM)NT$1.06兆
EBITDANT$714.78億
純利益率5.25%
ROE46.38%
PER (TTM)20.64
予想PER11.2
EPSNT$265.27
52週レンジNT$2,360.00 – NT$5,880.00

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。

Wiwynn Corporation engages in the research, development, design, testing, and sales of semi products, and peripheral equipment and parts in the United States, Europe, Asia, and internationally. The company also offers computer and peripheral equipment, data storage media products, electric appliances, and software products; and provides management consulting, information software, and data processing services. In addition, it provides multi-node and storage server, storage, open rack, edge/ai platform, multi-purpose server, and rack; accessories, including OCP network mezzanine cards and cards for storage; and software and services. Further, the company is involved in the manufacture and sale of cloud data center equipment; and investment activities. Wiwynn Corporation was incorporated in 2012 and is headquartered in New Taipei City, Taiwan.

沿革

Wiwynn Corporation was incorporated in 2012 (founded October 2, 2012) as a wholly-owned subsidiary of Wistron, targeting cloud data center infrastructure with an ODM-direct model that serves hyperscale customers directly and provides rack system integration rather than building branded servers. It listed on the Taiwan Stock Exchange on November 13, 2019. Annual revenue rose from NT$192.63 billion in 2021 to NT$360.54 billion in 2024, then jumped to NT$950.66 billion in 2025 (up 163.7%), with AI-related products contributing over half of revenue; first-quarter 2026 revenue reached NT$276.51 billion with EPS of 75.95.

業界での地位

Wiwynn is a server ODM, classified under Computer Hardware and headquartered in New Taipei City, Taiwan, positioned as an ODM-direct supplier of AI servers and rack systems for hyperscale cloud customers. It is compared in the AI infrastructure space with Quanta (2382.TW), Hon Hai (2317.TW), Inventec (2356.TW), Super Micro (SMCI.US), Celestica (CLS.US), and Jabil (JBL.US). Its model emphasizes co-design and integration of compute, storage, networking, power, and liquid cooling at the rack level, and customer concentration is high, with the top three customers accounting for 49.02%, 27.50%, and 20.93% of revenue in 2024.

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