May 2026 Revenue: NT$311.5B, +94.4% YoY

Original: 2026年5月月營收 - 311,481,017千元 (MoM -8.4%, YoY +94.4%)

Summary

Quanta Computer reported May 2026 revenue of NT$311.5B, up 94.4% YoY but down 8.4% MoM from April's NT$339.9B. The near-doubling YoY reflects sustained AI server demand, while the sequential dip is attributed to product mix changes. YTD revenue reached NT$1,460.6B, up 82.6% versus the prior-year period.

Historical Impact

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

Median +5d

+0.27%

Range

-9.40% to +7.33%

Positive outcomes

5/10

Filed	P₀	P₊₅	+5d
May 17, 2026	NT$300	NT$322	+7.33%
Mar 10, 2026	NT$283	NT$289

Full Translation

Quanta Computer (TWSE: 2382, Computer & Peripheral Equipment) reported May 2026 (ROC 115/05) monthly revenue of NT$311.48B (NT$311,481,017 thousand), versus NT$339.92B in April 2026 (MoM -8.37%) and NT$160.24B in May 2025 (YoY +94.38%). Year-to-date cumulative revenue through May reached NT$1,460.62B, compared with NT$799.93B in the same period of 2025, a YoY increase of +82.59%. Company note: product mix changes. The AI server ramp continues to drive triple-digit-adjacent YoY growth, though the MoM softening signals shipment timing / mix shift rather than demand deterioration.