Added to YB: 2026-10-13
Pitch date: 2026-10-10
6669.TW [bullish]
Wiwynn Corporation
-16.45%
current return
Author Info
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Company Info
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.
Market Cap
TWD 1.2T
Pitch Price
TWD 2.3K
Price Target
N/A
Dividend
1.11%
EV/EBITDA
17.32
P/E
22.88
EV/Sales
1.19
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Light, Power and Storage Are Now the Bottlenecks in AI. September Proved It. - Wiwynn Corporation
6669.TW (update): Owners of AI’s light, power and storage bottlenecks hold pricing power; Lumentum is sold out through early 2029. Wiwynn’s scale is resetting as hyperscaler server orders accelerate: September revenue doubled to a record NT$172.6B, following 22.6% and 19.6% sequential gains in August and September, while Q3 revenue rose 56.2% from Q2. Holding roughly NT$170B monthly would put full-year revenue near NT$1.5T, but that is a major assumption; revenue reflects volume, not margins, given GPU pass-through.
Read full article (5 min)