Mar 2026 Revenue: NT$215.6B, +43.2% YoY

Original: 2382 2026年3月月營收

Summary

Quanta posted March 2026 revenue of NT$215.6B, surging +43.2% YoY on sustained AI server demand, though down -6.6% MoM after a strong February. The continued YoY acceleration reinforces Quanta's position as a key AI server ODM beneficiary, with growth well above typical seasonal patterns.

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 March 2026 (ROC 115/03) monthly revenue of NT$215.58B (NT$215,583,149 thousand), representing a +43.18% year-over-year increase versus March 2025. Month-over-month, revenue declined -6.61% from February 2026, reflecting normal post-Lunar-New-Year sequential moderation rather than demand weakness. The strong YoY growth signals continued robust AI server shipments and sustained hyperscaler capex momentum into Q1 2026.