Core Viewpoint - The article analyzes the recent revenue performance of two major chip distributors, WPG Holdings and AIT, highlighting their growth and challenges in the context of the AI-driven market demand and currency fluctuations [4][5]. Group 1: Revenue Performance - AIT reported a September revenue of NT$890.9 billion, marking a 13% month-over-month increase but a 15.69% year-over-year decrease [3][5]. - WPG achieved a September revenue of approximately NT$1,349 billion, reflecting a 59.7% year-over-year increase and a 34.8% month-over-month increase, setting a new monthly revenue record [6][7]. - For the third quarter, AIT's revenue was NT$2,444.7 billion, below the forecasted median of NT$2,550 billion, primarily due to currency fluctuations [5][6]. Group 2: Year-to-Date Performance - AIT's cumulative revenue for the year reached NT$7,437.5 billion, a 14.6% increase compared to NT$6,489.5 billion in the same period last year [8][12]. - WPG's cumulative revenue for the first nine months was approximately NT$8,358.6 billion, representing a 19.8% increase year-over-year [10][12]. - Both companies experienced a decline in year-over-year monthly revenue starting in August, but AIT showed a month-over-month increase in August and September [8][10]. Group 3: Market Outlook - AIT remains optimistic about the AI-related market, expecting strong demand across various sectors, including cloud servers and autonomous vehicles, despite currency challenges [12][13]. - WPG anticipates that AI demand will continue to be a core growth driver, with stable growth expected in data center capital expenditures and high-performance computing applications [12][13]. - Analysts predict that WPG will benefit from recovering end-user demand and healthy inventory levels in the fourth quarter, leading to significant growth in revenue and profits [13].