News / Taiwan / economic_daily
Quanta September Revenue Hits Record for the Month on Strong AI Server Demand
Electronic Technology · Computer Peripherals · economic_daily · 2026-10-07
2382
Quanta Computer reported September revenue of NT$325.3 billion, a 76.7% year-over-year increase, as robust AI server demand offsets a decline in laptop shipments.
What Happened
Revenue Overview: Quanta Computer reported September revenue of NT$325.3 billion, up 76.7% year-over-year, marking a record high for the month. Cumulative revenue for the first nine months reached NT$2.96 trillion, a 99.4% increase from the previous year, with the monthly sequential decline attributed to shipment scheduling and a high base effect.
Product Shipments: Third-quarter revenue reached NT$1.11 trillion, up 7.6% sequentially and 125.2% annually. Laptop shipments totaled 4.2 million units in September and 9.6 million for the quarter, with the company projecting a double-digit decline in the laptop market for the full year.
AI Server Outlook: The AI server business remains highly optimistic, with the GB series production proceeding smoothly according to customer schedules. The next-generation VR series began trial production at the end of the third quarter, with small-scale shipments expected in Q4 and mass production slated for the first quarter of next year.
Operational Strategy: Quanta continues to shift its product mix, leveraging the high growth of AI servers to mitigate weakness in the laptop market. The company remains focused on optimizing supply chain management to ensure that all server product lines meet customer demand efficiently.
Read original
More in Electronic Technology
Electronic Technology · economic_daily · 2026-10-07
Sino-American Silicon reported record revenue for the first nine months, while subsidiary GlobalWafers saw record-breaking performance at its Niigata plant.
4772, 5483, 6488, 7931, 8086, 8255
Electronic Technology · economic_daily · 2026-10-07
Macronix reported record-breaking revenue for September, with year-to-date figures already exceeding its previous full-year revenue record.
2337
Electronic Technology · economic_daily · 2026-10-07
Auras Technology reported a 64% year-over-year revenue growth in Q3, driven by the rising market share of its AI server liquid cooling systems and strong demand from major tech clients.
Latest in Taiwan
Finance · economic_daily · 2026-10-07
The Taiwan Stock Exchange and Deloitte held a forum for the Taiwan Innovation Board, aiming to help high-growth companies navigate the path to public listing.
2432, 4590, 6771, 6924, 6949, 6951, 7610, 7631, 7740, 8162, 8487
Producer Manufacturing · economic_daily · 2026-10-07
Automotive parts manufacturer Leedon reported a 12% year-on-year revenue decline in September, citing supply chain constraints caused by high demand for AI components.
3346
Electronic Technology · economic_daily · 2026-10-07
Sino-American Silicon reported record revenue for the first nine months, while subsidiary GlobalWafers saw record-breaking performance at its Niigata plant.
4772, 5483, 6488, 7931, 8086, 8255
Electronic Technology · economic_daily · 2026-10-07
Macronix reported record-breaking revenue for September, with year-to-date figures already exceeding its previous full-year revenue record.
2337