[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  QF Research [@ResearchQf](/creator/twitter/ResearchQf) on x 14.6K followers Created: 2025-05-12 18:30:58 UTC Quanta and Wistron monthly revenue thru April if haven't seen. You prob saw Hon Hai, $TSM and others. Quanta was +27% M/M in Mar to a new high but -XX% M/M in Apr. Wistron +48% in Mar but -XX% in Apr to a still a high level. If only saw March, was that good for $NVDA racks? Not necessarily. March GB200 shipments improved, but these companies are in all sorts of non-AI supply chains. HH is a huge supplier for $AAPL. Or e.g. Quanta shipped 4.9M NBs in Mar vs 3.1M in Feb due to pull-ins. Wistron shipped 1.9M vs 1.5M. Non-AI servers etc. Some thought Apr down M/M was bad for AI systems. Not necessarily. NB units were down -XX% M/M for Quanta but only -XX% M/M for Wistron in Apr. This was partly due to tariff-related uncertainty earlier Apr. I.e. data isn't inconsistent with checks that GB200 shipments picked up in Apr and will likely continue to improve. Wistron & Quanta also benefit from HGX baseboards & servers, which are stronger due to prior NVL rack issues. Custom ASIC servers also benefit Wistron, Wiwynn and others. Forward monthlies will be very interesting, but deconvolute carefully using broader SC data and credible checks as context.  XXXXX engagements  **Related Topics** [momentum](/topic/momentum) [$tsm](/topic/$tsm) [hon hai](/topic/hon-hai) [$3231tw](/topic/$3231tw) [taiwan semiconductor](/topic/taiwan-semiconductor) [stocks technology](/topic/stocks-technology) [$nvda](/topic/$nvda) [Post Link](https://x.com/ResearchQf/status/1921996540320870638)
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QF Research @ResearchQf on x 14.6K followers
Created: 2025-05-12 18:30:58 UTC
Quanta and Wistron monthly revenue thru April if haven't seen. You prob saw Hon Hai, $TSM and others.
Quanta was +27% M/M in Mar to a new high but -XX% M/M in Apr. Wistron +48% in Mar but -XX% in Apr to a still a high level.
If only saw March, was that good for $NVDA racks? Not necessarily. March GB200 shipments improved, but these companies are in all sorts of non-AI supply chains.
HH is a huge supplier for $AAPL. Or e.g. Quanta shipped 4.9M NBs in Mar vs 3.1M in Feb due to pull-ins. Wistron shipped 1.9M vs 1.5M. Non-AI servers etc.
Some thought Apr down M/M was bad for AI systems. Not necessarily. NB units were down -XX% M/M for Quanta but only -XX% M/M for Wistron in Apr. This was partly due to tariff-related uncertainty earlier Apr.
I.e. data isn't inconsistent with checks that GB200 shipments picked up in Apr and will likely continue to improve. Wistron & Quanta also benefit from HGX baseboards & servers, which are stronger due to prior NVL rack issues. Custom ASIC servers also benefit Wistron, Wiwynn and others.
Forward monthlies will be very interesting, but deconvolute carefully using broader SC data and credible checks as context.
XXXXX engagements
Related Topics momentum $tsm hon hai $3231tw taiwan semiconductor stocks technology $nvda