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Quanta Computer Hits Record Revenue of NT$400 Billion, Shares Surge
Electronic Technology · Computer Peripherals · economic_daily · 2026-09-09
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Quanta Computer reported record-breaking August revenue exceeding NT$400 billion, driven by robust AI server demand, as investors look toward Nvidia's upcoming industry conference for updates on supply chain constraints.
What Happened
Revenue Milestone: Quanta Computer announced its August revenue, which set a new historical record and surpassed the NT$400 billion threshold for the first time. This strong performance triggered a significant rally in the company's stock price, which closed up 4.27% at NT$342.
Upcoming Catalyst: Market attention is shifting toward Nvidia's participation in the Goldman Sachs Communacopia + Technology conference on September 10. Industry analysts expect Nvidia to provide critical updates on its Vera Rubin platform, CPU business, and current memory supply constraints.
Product Outlook: Nvidia previously confirmed that the Vera Rubin platform has entered mass production and is expected to account for 20% of its data center revenue in the third quarter. Given that data center operations represent over 90% of Nvidia's total revenue, analysts project initial sales for the platform could reach nearly $20 billion.
Supply Chain Dynamics: The ongoing tightness and rising costs in the memory market remain a primary concern for investors, as these factors directly impact AI server delivery timelines. The industry is looking for clarity from Nvidia regarding how it plans to navigate these supply chain bottlenecks to ensure smooth production.
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