Focus Stock: Inventec: Captures US-China AI orders, surges with volume

Inventec Corporation, a leading server motherboard manufacturer, saw its stock price climb significantly, driven by increased capital expenditure on AI infrastructure by major Chinese clients, including ByteDance. The company's strong performance is further bolstered by positive outlooks for new product shipments from NVIDIA and AMD in the latter half of the year.

The stock reached a high of 71.5 New Taiwan dollars, marking a 5.61% increase in early trading on June 22, 2026. As of 9:39 AM, it was trading at 70.6 dollars, up 4.28% with a trading volume of 23,892 shares. Inventec is actively enhancing its AI server back-end assembly capabilities (L10, L11) in North America to serve local cloud service providers. Concurrently, it is benefiting from L6 orders from Chinese clients such as ByteDance, Tencent, and Baidu.

Analysts forecast that Inventec's performance will grow quarter-over-quarter, with the second quarter expected to set a new record for single-quarter revenue. The third quarter is also projected to reach peak performance. This year, AI servers are anticipated to officially constitute over 50% of the company's server revenue, with contributions from AI models potentially increasing by more than 30% year-over-year.

Addressing concerns about component supply shortages amidst the rapid expansion of the AI industry, Inventec noted that the high demand for central processing units (CPUs) necessitates significant supply chain expansion plans that will take time. New production capacities are not expected to be fully operational until around 2028 to 2029. Until then, supply tightness is likely to persist, posing an ongoing challenge for Original Design Manufacturers (ODMs) like Inventec.