Inventec reports NT$742.26B revenue, NT$8.86B net profit for first nine months

The gap between Inventec's 43% revenue growth and 34% profit growth points to margin compression even as volumes scale — a pattern worth noting for anyone tracking the AI server supply chain, where contract manufacturers absorb component costs before passing them through. The stronger EPS comparison suggests the bottom line is still improving in absolute terms, but the spread between top- and bottom-line growth is the more telling signal. Whether that margin gap narrows in the coming quarters is the open question.