Feb 2026 Revenue: NT$230.8B, +61.9% YoY

Original: 2382 2026年2月月營收

Summary

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.

Historical Impact

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

Median +5d

-0.37%

Range

-9.40% to +7.33%

Positive outcomes

4/10

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 February 2026 monthly revenue of NT$230.8B (NT$230,834,858 thousand), representing year-over-year growth of +61.92% and a month-over-month decline of -15.29%. The strong YoY expansion reflects continued ramp of AI server shipments to hyperscale customers, while the MoM softness aligns with the seasonal pattern of fewer working days during the Lunar New Year holiday period in February. Quanta remains a key ODM beneficiary of NVIDIA GB200/GB300 NVL72 rack-scale AI infrastructure deployments.