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Goldman Sachs Forecasts Flat H2 Revenue for Quanta, Shares Trade Mixed
Electronic Technology · Computer Peripherals · economic_daily · 2026-09-22
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Goldman Sachs projects flat revenue growth for Quanta in the second half of the year due to slowing PC shipments and an AI server product transition, causing shares to fluctuate.
What Happened
Operational Outlook: Goldman Sachs reports that Quanta's revenue growth is expected to stall in the second half of the year, hampered by a slowdown in PC shipments and a transition period between legacy and next-generation AI server models.
Market Performance: PC shipment data for July and August showed significant year-over-year declines of 30% and 37%, respectively, attributed to the fading impact of early stocking in the first half and high memory costs dampening demand.
Recovery Potential: Despite near-term headwinds, analysts anticipate a recovery in the fourth quarter as the ramp-up of new AI server racks is expected to boost average selling prices and overall revenue.
Capital Expenditure: Driven by robust capital spending from North American CSPs, Quanta plans to maintain high levels of capital expenditure, estimated at NT$44 billion in 2026 and NT$32 billion in 2027, to meet client demands for diversified production capacity.