文晔、大联大，最新营收上涨！

Core Viewpoint - The article analyzes the recent revenue performance of two major global chip distributors, WPG Holdings and Avnet, highlighting their financial results for August and the overall trends in the semiconductor market driven by AI demand and other factors [3][4][20]. Group 1: Revenue Performance - WPG Holdings reported an August revenue of NT$1,000.86 billion, a month-on-month increase of 6.5% and a year-on-year increase of 22.7% [8]. - Avnet's August revenue reached NT$788.2 billion, marking a month-on-month increase of 3% but a year-on-year decrease of 7.1% [6][15]. - For the first eight months of the year, WPG's cumulative revenue was NT$700.91 billion, reflecting a year-on-year growth of 14.33% [11]. - Avnet's cumulative revenue for the same period was NT$654.66 billion, showing a year-on-year increase of 20.5% [13][15]. Group 2: Market Outlook - WPG anticipates continued growth in the third quarter due to strong demand from data centers and servers, with expected revenue between NT$2,835 billion and NT$2,995 billion, representing a quarter-on-quarter increase of 9.2% to 15.4% [9][20]. - Avnet's outlook for the third quarter is more cautious, citing uncertainties related to tariffs and order visibility, with expected revenue between NT$2,450 billion and NT$2,650 billion [6][7][20]. - The semiconductor market is experiencing a recovery, driven by AI demand, with WPG expressing confidence in future growth while Avnet remains more reserved [20]. Group 3: Product Demand Trends - WPG's revenue is significantly supported by the semiconductor market's growth, particularly in AI-related sectors, while Avnet sees a decline in its delivery ratio to mainland China and Hong Kong [16][20]. - The demand for AI smartphones and laptops is projected to grow significantly, with AI smartphones expected to see a year-on-year growth rate of 114.8% [16]. - Both companies are adjusting their strategies in response to changing market conditions, with WPG focusing on global service capabilities and Avnet adapting to inventory adjustments in consumer electronics [9][16].