川湖、信驊營收拼成長
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With nothing stopping inflation in its tracks, the electronic applications market takes the brunt of the blow: One by one, consumer electronics, cell phones, PCs and other end markets at the bottom of the supply chain are seeing falling demand and adjustments in inventory.
由於近期市場通膨無法有效壓制，電子產業應用市場首當其衝，消費性電子、手機、PC等下游終端市場，相繼見到需求下滑、廠商調整庫存等市況。
take the brunt of sth. = bear the brunt of sth. 首當其衝承受某物end market 終端市場supply(n.)(v.)供應、供給supply chain 供應鏈demand(n.)(v.)需求、要求inventory(n.)庫存
The server industry, thought by many in the market to generate hard demand, has started to see noise appear due to some cloud service providers reporting lower-than-expected performance in financial statements.
原本市場人士認為具剛性需求特性的伺服器產業，也因為部分大型CSP(雲端服務供應商)財報結果低於原先預期，因而開始出現營運雜音。
rigid demand 剛性需求noise(n.)雜音、干擾的因素lower-than-expected(adj.)低於預期的performance(n.)表現financial statement 財務報表
But a close look at larger CSPs reveals that they have yet to cut back on capital expenditure.
不過，仔細觀察大型CSP業者，目前並無下修資本支出動作。
capital(adj.)資本的expenditure(n.) (全部)開支、花費、耗費
Server original design manufacturers also think that, since customers haven’t adjusted orders and are currently working on solving imbalances in the supply of and demand for their raw materials, the outlook for shipments in the second half of the year may see a comeback compared to the first half.
伺服器ODM業者也普遍認為，客戶並未修正訂單數量，目前持續解決長短料問題中，看好下半年出貨仍可較上半年回溫。
imbalance(n.)失衡、不平衡raw material 原料outlook(n.)前景、展望comeback(n.)恢復、重整旗鼓、東山再起
If supply shortages in raw materials do not worsen, revenues for the whole year may still go up.
如果缺料情況並未進一步惡化，全年營收仍有望持續成長。
shortage(n.)短缺、缺乏
Taiwanese server giant King Slide Works (2059) posted a revenue of NT$633 million for May, the third highest in the company’s history, a month-over-month growth of 2.65% and a year-over-year growth of 24.91%.
台灣伺服器導軌大廠川湖(2059)，公布五月營收為6.33億元，寫下歷史第三高水準，月增率2.65％，年增率24.91％。
giant(n.)產業龍頭、商業巨頭month-over-month growth 月增率year-over-year growth 年增率
Their total revenue from January to May came to NT$2.973 billion, a 29.70% growth YoY.
累計今年一至五月總營收為29.73億元，年增率29.70％。
Institutional investors think that King Slide Works is looking at a consolidated revenue of at least NT$600 million in June thanks to growth from server and kitchen guide rail orders.
法人機構認為，受惠伺服器、廚具導軌訂單持續成長之下，看好川湖六月合併營收可望維持六億元以上水準。
thanks to sth. 因為某事(而有好的結果)
Revenues from Q2 may hit a new record high. As King Slide Technology’s second plant begins mass production in 2H, their revenues are poised to grow further.
第二季合併營收則有望挑戰新高紀錄，下半年伴隨川益二廠加入量產行列，營收可望進一步成長。
quarter(n.)四分之一Q2 (一年的)第二季a record high 歷史高點、紀錄高點plant(n.)工廠be poised to do sth. 準備好能做某事、快要能做某事
Aspeed’s business has benefited from Intel’s Sapphire Rapids and AMD’s Genoa, and with the increased production capacity secured from fabs, Aspeed’s BMC chips may be able to see a significant increase in annual shipments for this year.
信驊營運展望而言，因受惠英特爾(Intel)Sapphire Rapids、超微(AMD)Genoa新處理器平台推出效應，加以於晶圓代工廠獲得較多產能協助之下，信驊BMC晶片今年全年出貨總量可望見到顯著成長。
business(n.)生意fab(n.)晶圓廠significant(adj.)明顯的、顯著的annual(adj.)年度的
Institutional investors forecast that Aspeed’s total BMC shipments for this year may reach 16 million units, which, compared to the 12 million units of last year, will reflect at least a YoY growth of 30%. Next year’s shipments may have a chance to hit the milestone of 19-20 million units.
法人機構預估，信驊今年BMC總出貨量將達1600萬套，與去年1200萬套相較之下，增加30％以上年增率，明年則將進一步挑戰達1900萬至2000萬套出貨量。
forecast(v.)預測、預期reflect(v.)反映