2382
廣達
Source: dsi_quarterly · analyst_consensus (internal DB). DSI from quarterly filings; consensus as of collection.
Suppliers
Quanta Computer
Customers
Competitors
Notes
Quanta is a Taiwanese company, not Korean, and is one of the largest AI server ODMs globally, benefiting heavily from hyperscaler capex on NVIDIA-based systems. It is not a semiconductor supply chain company in the traditional sense (no fab, materials, or equipment role) — it consumes chips rather than producing them, so inclusion in a Korean semi research universe is a likely categorization error.
Quanta Computer (2382) reported Q2 2026 revenue of NT$1,845.8B (~US$56B), an exceptional result for the Computer & Peripheral Equipment sector driven by surging AI server shipments to hyperscale customers. Operating income reached NT$57.3B (operating margin ~3.1%), with net income after tax of NT$50.1B and basic EPS of NT$12.93 — a standout single-quarter profit level well above historical norms for an ODM platform. Non-operating items contributed a net NT$3.8B, providing modest uplift to bottom-line earnings.
Quanta Computer has filed this material disclosure on behalf of its U.S. subsidiary, Quanta Computer USA, Inc., announcing the acquisition of a right-of-use (ROU) asset arising from a new lease agreement. Under IFRS 16, entering a lease above regulatory disclosure thresholds requires this filing, indicating a potentially significant new facility or equipment commitment in the United States. Full details — including the asset type, lease term, and monetary value — are available on MOPS.
Quanta Computer has been invited to attend an investor forum hosted by CITIC CLSA Securities. Participation in broker-organized investor forums typically provides management with an opportunity to present the company's strategy and outlook to institutional investors. Full body available on MOPS.
Quanta Computer announced it has been invited to attend an investment forum organized by UBS Securities. Such events typically involve management presentations or one-on-one meetings with institutional investors and may include forward-looking business commentary. Full body available on MOPS.
Quanta Computer has been invited to attend an investment forum hosted by Mega Securities (兆豐證券). Such forums typically involve management presentations or Q&A sessions with institutional and retail investors. This is a routine investor-relations event with no direct financial impact. Full body available on MOPS.
Quanta Computer has been invited to participate in an investor forum organized by Daiwa-Cathay Securities (大和國泰證券). Such events typically involve management presentations or one-on-one meetings with institutional investors and are disclosed under TWSE rules to ensure equal access to any material information shared. Full body available on MOPS.
Quanta Computer has disclosed that it will invest in a venture capital fund, signaling a strategic allocation of capital toward early-stage or growth-phase technology opportunities. Such investments are typically board-approved and may indicate the company's intent to access emerging technologies, build ecosystem partnerships, or diversify returns. Full details including fund name, investment amount, and strategic rationale are available on MOPS.
Quanta Computer announced it will indirectly inject capital into subsidiary QMN via a cash subscription, and is simultaneously disclosing cash capital increase plans on behalf of four subsidiaries: QIL, AIC, QMI, and QMN. The multi-entity capital deployment signals a coordinated expansion or funding round across Quanta's overseas subsidiary network. Full body available on MOPS.
Quanta Computer announced that it is indirectly injecting capital into subsidiary QCG via a cash capital increase, and is simultaneously filing capital increase disclosures on behalf of four subsidiaries — QIL, QAL, QIT, and QCG. The multi-entity transaction signals a coordinated capital deployment across Quanta's overseas subsidiary structure, which may relate to capacity expansion or business reorganization. Full body available on MOPS.
Quanta Computer has resolved not to distribute its first-half 2026 earnings, meaning no interim dividend or bonus will be paid to shareholders for the period. This is relevant to income-oriented investors who track the company's capital-return cadence, as it indicates retained earnings will be held rather than paid out mid-year. Full body available on MOPS.
Quanta Computer's Board of Directors has formally approved the company's financial report for the second quarter of 2026 (April–June 2026). Under TWSE rules, board approval of quarterly financials triggers mandatory public disclosure of the results. Full body available on MOPS.
Quanta Computer has accepted an invitation from Morgan Stanley Securities to participate in an online conference call covering Q2 2026 (April–June 2026) operating results. The broker-hosted call will give institutional investors and sell-side analysts direct access to management commentary on the company's recent financial performance. Full body available on MOPS.
Quanta Computer has disclosed that its board of directors meeting to review and approve the second-quarter 2026 (April–June) financial report is scheduled for August 13, 2026. This is a routine pre-announcement of the earnings board date, required under TWSE disclosure rules. Full body available on MOPS.
Quanta Computer has completed the signing of the depositary agreement and finalised the issuance terms for a Global Depositary Receipt (GDR) offering backed by a cash capital increase through newly issued common shares. The milestone signals that the cross-border equity fundraising transaction is on track toward settlement, enabling the company to tap international capital markets. Full body available on MOPS.
Quanta Computer has announced an adjustment to the conversion price of its 5th series overseas unsecured convertible bonds. Conversion price adjustments typically result from corporate actions such as cash dividends, stock dividends, or capital reductions, and directly affect the number of shares that bondholders may receive upon conversion—relevant to existing shareholders monitoring dilution risk. Full body available on MOPS.
Quanta Computer has announced an adjustment to the conversion price of its fourth series of overseas unsecured convertible bonds (ECBs). Such adjustments are typically triggered by corporate actions — most commonly a cash dividend distribution — and alter the share-per-bond conversion ratio for existing CB holders. Full body available on MOPS.
Quanta Computer (2382) reported Q1 2026 revenue of NT$809.2B with operating income of NT$23.0B and net income after tax of NT$21.3B, delivering basic EPS of NT$5.50. The top-line scale reflects continued strength in AI server ODM demand, a standout driver versus the broader computer peripherals sector.
Quanta Computer announces the completion of pricing and the finalization of issuance terms for a cash capital increase involving the issuance of new common shares to underpin an offering of overseas depositary receipts (GDRs). This is a material capital-markets event: new equity is being sold to international investors, which will dilute existing shareholders while raising fresh capital for the company. Full body available on MOPS.
Quanta Computer's Board of Directors has resolved to acquire land, buildings, and related assets, representing a capital expenditure commitment that crossed Taiwan's material-disclosure threshold. The scale and location of the properties are not specified in the subject line alone; investors should monitor MOPS for the full announcement, which will detail consideration, counterparty, and intended use. Full body available on MOPS.
Quanta Computer issued a material-information disclosure to clarify or correct circulating media coverage. Such announcements are typically filed when published reports contain inaccurate, incomplete, or market-sensitive claims requiring an official company response. Full body available on MOPS; investors should review the complete text to assess whether the clarification confirms, denies, or qualifies the underlying media story.
Quanta Computer has announced the ex-dividend record date for its cash dividend distribution in the second half of fiscal year 2025 (Republic of China year 114). The record date determines which shareholders are entitled to receive the declared cash dividend. Full body available on MOPS.
Quanta Computer reported May 2026 revenue of NT$311.5B, up 94.4% YoY but down 8.4% MoM from April's NT$339.9B. The near-doubling YoY reflects sustained AI server demand, while the sequential dip is attributed to product mix changes. YTD revenue reached NT$1,460.6B, up 82.6% versus the prior-year period.
The company announced a cash capital increase through the issuance of new common shares to be used as underlying securities for Overseas Depositary Receipts (likely GDRs). This is a material capital-raising event that will dilute existing shareholders but provides fresh equity funding, typically used for capacity expansion, M&A, or balance-sheet strengthening. Full body available on MOPS.
The board of directors approved a charitable donation. The announcement subject line does not disclose the recipient or amount; full body available on MOPS.
Quanta Computer announced on behalf of its U.S. subsidiary Quanta Manufacturing Nashville, LLC the acquisition of a lease right-of-use asset, recognized under IFRS 16 lease accounting. This signals expansion of Quanta's U.S. manufacturing footprint in Nashville, likely tied to AI server production capacity for North American hyperscaler customers. Full body available on MOPS.
Quanta Computer announced the material resolutions passed at its Annual General Meeting of Shareholders. Typical AGM resolutions include approval of the prior year's financial statements, earnings distribution (dividends), and director elections, which are routine governance matters. Full body available on MOPS.
The company disclosed that it has been invited to attend an investor forum, a routine investor relations engagement where management typically presents to institutional investors and analysts. Such events can generate near-term commentary on business outlook but rarely contain new material disclosures beyond what has been previously announced. Full body available on MOPS.
The company announced it has been invited to attend an investor forum, a routine IR engagement where management typically meets with institutional investors and analysts. Such events are standard disclosure items under TWSE rules and rarely contain new material financial information. Full body available on MOPS.
Quanta Computer announced, on behalf of its subsidiary Quanta Manufacturing Nashville, LLC, the acquisition of a right-of-use (ROU) asset arising from a new lease agreement in Nashville, Tennessee. Under IFRS 16, entering a qualifying lease requires recognition of an ROU asset and corresponding lease liability on the balance sheet. This may signal an expansion or establishment of U.S.-based manufacturing or logistics capacity, which is relevant to investors monitoring the company's North American operational footprint. Full body available on MOPS.
The company disclosed that it has been invited to attend an investor forum. This is a routine investor relations event where management typically presents business updates and meets with institutional investors; no material financial or strategic decision is implied. Full body available on MOPS.
Quanta Computer (2382) disclosed that it has been invited to attend an investor forum, a routine IR event where management typically meets with institutional investors and analysts. Such forums generally cover business outlook and operating conditions but do not, by themselves, constitute material new financial information. Full body available on MOPS.
Quanta reported April 2026 revenue of NT$339.9B, more than doubling year-over-year (+120.7%) on sustained AI server demand, though down 6.3% from March's NT$362.8B. YTD revenue reached NT$1.149T, up 79.6% versus the prior-year period, with management citing product mix changes — consistent with a continued shift toward higher-value AI server racks (GB200/GB300-class) over traditional notebook ODM volume.
The company announced a cash capital injection into its subsidiary QIL (Quanta International Ltd.), reinforcing the funding base of an overseas holding/operating arm. Such intra-group capital increases typically support working capital, capacity expansion, or M&A funding at the subsidiary level. Full body available on MOPS.
The company disclosed an indirect cash capital increase into its subsidiary QMN, and on behalf of subsidiaries QIL, AIC, QMI, and QMN announced their respective cash capital increase plans. Capital injections into offshore/operating subsidiaries typically signal funding for expansion of manufacturing or AI server capacity, though sizing and use of proceeds are only available in the full filing. Full body available on MOPS.
The company announced an indirect cash capital increase into its subsidiary QMI, and is also publishing — on behalf of subsidiaries QIL, AIC, and QMI — their respective cash capital increase resolutions. Intra-group capital injections of this kind typically support working capital, capacity expansion, or AI server-related investment at offshore manufacturing entities. Full body available on MOPS.
Quanta Computer announced on behalf of its subsidiary QMB Co., Ltd. the awarding of a mechanical and electrical (M&E) engineering contract for a plant facility. This typically signals progress on capacity expansion or new facility build-out at the subsidiary level, which may be relevant to investors tracking Quanta's manufacturing footprint and AI server capacity buildout. Full body available on MOPS.
The company announced a change in its Chief Corporate Governance Officer, a senior compliance role overseeing board operations, shareholder communications, and regulatory adherence. While such personnel changes are routine governance matters, investors may watch for any signal regarding internal controls or board oversight continuity. Full body available on MOPS.
Quanta Computer's board of directors has approved a charitable donation. The amount, recipient, and purpose are not disclosed in the subject line. Full body available on MOPS.
The board of directors has approved the company's first quarter 2025 financial report (ROC year 114). This is a routine governance action; the actual financial figures and detailed disclosures are filed separately on MOPS. Full body available on MOPS.
Quanta posted March 2026 revenue of NT$215.6B, surging +43.2% YoY on sustained AI server demand, though down -6.6% MoM after a strong February. The continued YoY acceleration reinforces Quanta's position as a key AI server ODM beneficiary, with growth well above typical seasonal patterns.
Quanta posted February 2026 revenue of NT$230.8B, up 61.9% YoY, signaling sustained AI server demand momentum as hyperscaler GB200/GB300 rack shipments ramp. Revenue declined 15.3% MoM, a typical seasonal pullback after January's pre-Lunar New Year push-out, but the YoY acceleration confirms AI server backlog remains robust.
Quanta Computer reported January 2026 revenue of NT$272.5B (~US$8.8B), nearly doubling year-over-year at +96.87% and accelerating +41.23% month-over-month. The blowout print reflects sustained AI server demand, with Quanta's role as a top ODM for NVIDIA GB200/GB300 racks driving the step-change in shipment value.
Quanta posted December 2025 revenue of NT$192.9B, up 36.5% YoY and 11.4% MoM, marking a strong year-end finish. The acceleration reflects sustained AI server demand, as Quanta is a leading ODM for hyperscaler AI server racks (NVIDIA HGX/GB200 platforms).
Quanta posted November 2025 revenue of NT$173.2B, up 27.5% YoY but down 5.9% MoM. The strong YoY growth continues to reflect robust AI server demand, though the sequential dip suggests some moderation from October's pace as hyperscaler shipment timing normalizes.
Quanta posted October 2025 revenue of NT$184.1B, up 18.7% YoY and a strong +20.48% MoM, signaling continued AI server momentum heading into year-end. The sequential acceleration is consistent with peak-season AI server shipments (notably GB200/GB300 rack-scale systems) to hyperscaler customers.
Quanta Computer reported September 2025 revenue of NT$152.8 billion, up 5.26% year-over-year but down 3.5% sequentially. The modest YoY growth alongside a MoM pullback suggests AI server momentum is moderating after stronger prior-month shipments, though overall demand remains positive.