UBS increased Wistron NeWeb's 2026 EPS to 356.7 yuan and Wistron's Q2 EPS to 3.65 yuan, reflecting optimism for their AI-related operational momentum. The report positions Wistron NeWeb as the preferred ODM choice, driven by brisk Trainium platform and rack shipments.
AI server and networking demand is driving significant upside for Taiwanese ODMs, with UBS signaling strong earnings growth for key suppliers.