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Quanta August Revenue Hits Record High on AI Server Demand; Inventec Posts Best-Ever August
Electronic Technology · Computer Peripherals · economic_daily · 2026-09-08
Quanta Computer reported record-breaking August revenue driven by AI server shipments, while Inventec achieved its best August performance despite a cooling PC market.
What Happened
Revenue Highlights: Quanta's August revenue surged to NT$423.97 billion, a 170% year-on-year increase, while Inventec recorded NT$83.27 billion, marking its best performance for the month.
AI Server Momentum: Both manufacturers are benefiting from robust AI server demand, with Quanta maintaining a steady outlook and Inventec expecting new server platforms to boost Q4 performance.
PC Market Outlook: Due to front-loaded orders in the first half and cooling end-user demand, laptop shipments for both companies declined in August, leading to a cautious short-term outlook.
Supply Chain Constraints: Inventec and Compal noted that server shipments remain hampered by shortages of critical components like PCBs and memory, with supply issues expected to persist through year-end.