文晔、大联大，10月营收下滑！

Core Viewpoint - The article analyzes the recent revenue performance of major chip distributors, WPG Holdings and Auras Technology, highlighting their month-over-month declines but year-over-year growth, indicating a mixed market outlook driven by AI demand and seasonal trends [4][5]. Group 1: Revenue Performance - WPG Holdings reported a revenue of NT$126.88 billion in October, a month-over-month decrease of 5.97% but a year-over-year increase of 28.69%, marking the second-highest monthly revenue in its history [6][8]. - Auras Technology achieved a revenue of NT$83.39 billion in October, down 6.4% month-over-month but up 11.4% year-over-year, reflecting strong demand in AI-related sectors [7][15]. - For the first ten months of the year, WPG's cumulative revenue reached NT$962.75 billion, a year-over-year increase of 20.93%, surpassing its total revenue for the previous year [8][14]. Group 2: Market Trends and Outlook - WPG's Chairman expressed optimism for the upcoming year, citing strong growth in AI semiconductor demand driven by cloud service providers' data center expansion plans [7][10]. - Auras Technology noted that the demand for AI-related products is expected to continue strong through 2026, with significant growth in various sectors including cloud servers and autonomous vehicles [7][15]. - Both companies are experiencing a seasonal slowdown in consumer electronics, with expectations of a slight decrease in revenue for the fourth quarter, although the year-over-year growth trend remains positive [6][10]. Group 3: Comparative Performance - In the first three quarters of the year, WPG led the global chip distribution market with a cumulative revenue of approximately USD 270.37 billion, while Auras followed with USD 240.59 billion [16]. - The article highlights that WPG's performance remains robust compared to its competitors, indicating a strong position in the market as the industry begins to recover [16].