December 2025 Revenue: NT$192.9B, +36.5% YoY

Original: 2382 2025年12月月營收

Summary

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).

Historical Impact

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

Median +5d

+0.27%

Range

-7.24% to +7.33%

Positive outcomes

5/10

Filed	P₀	P₊₅	+5d
Jun 17, 2026	NT$374	NT$367	-1.87%
May 17, 2026	NT$300	NT$322	+7.33%

Full Translation

Quanta Computer (2382) reported December 2025 monthly revenue of NT$192.95 billion (NT$192,946,811 thousand). Revenue grew 36.5% year-over-year versus December 2024 and increased 11.4% month-over-month versus November 2025, indicating continued sequential strength heading into year-end. The double-digit MoM gain alongside a 30%+ YoY expansion points to robust AI server shipment momentum, consistent with Quanta's positioning as a key ODM partner for hyperscaler AI infrastructure buildouts.