Jan 2026 Revenue: NT$272.5B, +96.87% YoY — Quanta Computer

Summary

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.

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 (TWSE: 2382) — January 2026 Monthly Revenue Filing - Monthly revenue: NT$272,494,820 thousand (NT$272.49B / ~US$8.8B) - Year-over-year change: +96.87% vs January 2025 - Month-over-month change: +41.23% vs December 2025 January revenue marks a dramatic acceleration despite the typical seasonal slowdown in the first month of the year, with both YoY and MoM posting strong gains. The magnitude of the YoY increase (nearly 2x) is consistent with the ongoing ramp of AI server shipments, particularly NVIDIA Blackwell-generation (GB200/GB300) rack-scale systems for which Quanta is a primary ODM. The sequential MoM acceleration of +41% is especially notable given January is historically a weaker month due to fewer working days and post-holiday demand normalization, suggesting AI server backlog conversion is overwhelming traditional seasonality.