Apr 2026 Revenue: NT$339.9B, +120.7% YoY

Original: 2026年4月月營收 - 339,921,315千元 (MoM -6.3%, YoY +120.7%)

Summary

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.

Historical Impact

10 past Monthly Revenue · ≈ 8-K events at Quanta Computer

Median +5d

-0.37%

Range

-9.40% to +2.30%

Positive outcomes

4/10

Filed	P₀	P₊₅	+5d
Jun 17, 2026	NT$374	NT$367	-1.87%
Mar 10, 2026	NT$283	NT$289	+2.30%

Full Translation

Quanta Computer (TWSE: 2382) — Computer & Peripheral Equipment Industry Reporting Period: April 2026 Filing Date: 2026-05-12 Monthly Revenue: - April 2026 revenue: NT$339.92B (NT$339,921,315 thousand) - March 2026 revenue: NT$362.80B - April 2025 revenue: NT$154.01B - Month-over-Month: -6.31% - Year-over-Year: +120.71% Year-to-Date (Jan–Apr 2026): - Cumulative revenue: NT$1,149.14B (NT$1.149 trillion) - Prior-year cumulative (Jan–Apr 2025): NT$639.68B - YTD YoY: +79.64% Company Note: Product mix change (產品組合變更) — typically signals a shift in revenue composition, in Quanta's case widely attributed to the ongoing ramp of AI server systems displacing lower-margin notebook ODM revenue in the mix.