Inventec's inventory hits $4.9B as parts shortages squeeze AI server maker
demian_ai · x · 2026-11-11
Taiwan AI server maker Inventec blames shortages of CPUs, memory, HDDs, substrates and PCBs for inventory spiking to NT$162.4B ($4.9B), more than double end-2025 levels, as servers can't ship until the last part arrives.
- Q3 interest expense hit NT$2.2B from borrowing to carry parts, a key reason net profit fell 34.8% QoQ while revenue grew 54% YoY, alongside a mix shift to lower-margin hardware
- DigiTimes: global server units fell 0.8% in Q3 to 4.638M, a second straight quarterly drop, blamed on CPU/memory/substrate shortages
- Inventec says demand remains strong and expects high double-digit % growth in GPU and ASIC AI server revenue and shipments into 2027
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