2382
廣達
Suppliers
Quanta Computer
Customers
Competitors
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.
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'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.