Synnex reported consolidated revenue of NT$47.0 billion in December, marking the second-highest monthly level on record. Revenue increased 14% year-over-year and 13% month-over-month, delivering solid growth on both fronts. All major business segments and regions posted strong performances, led by nearly 50% growth in the Semiconductor business, alongside double-digit growth in Taiwan and Indonesia.
Supported by sustained strength in memory and AI-related demand, Synnex achieved double-digit growth compared with both the prior year and the previous month. The Semiconductor Business benefited from continued price increases and tight supply of memory, SSDs, and HDDs, prompting active restocking. Segment revenue surged 48% year-over-year, setting a new high for the same period. The Enterprise Solutions Business also delivered an exceptional result, driven by robust demand for AI servers. December revenue reached a record monthly high, rising 7% year-over-year and jumping 50% from November. Meanwhile, the Mobile Device Business benefited from strong sales of the Apple iPhone 17, with revenue increasing 21% year-over-year, marking the highest December level since 2017.
From a regional perspective, Taiwan recorded 31% year-over-year growth, supported by strong demand for AI servers and PCs. Indonesia delivered another standout performance, with December revenue reaching a new all-time monthly high, up 19% year-over-year, driven by resilient consumer demand as well as increased government stimulus and budget outlays. In China, improving demand in commercial market helped revenue return to growth, rising 5% year-over-year and reaching the second-highest level for the same period.