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Quanta Computer October Revenue Doubles, Driven by AI Server Demand
Electronic Technology · Computer Peripherals · economic_daily · 2026-11-09
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Quanta Computer's October revenue surged 104% year-over-year to 353.25 billion NTD, fueled by strong AI server shipments despite a decline in laptop volume.
What Happened
Revenue Performance: Quanta Computer reported October consolidated revenue of NT$353.25 billion, a 104% year-over-year increase, setting a new record for the month.
Year-to-Date Growth: Cumulative revenue for the first ten months of the year reached NT$3.31 trillion, nearly doubling compared to the same period last year.
Product Mix: While laptop shipments declined by 35.7% month-over-month in October, the company's AI server business remains robust and continues to drive overall revenue growth.
Market Outlook: Analysts expect the strong momentum in AI server demand to push Q4 revenue to new highs, with the company potentially achieving a full-year revenue doubling target.