Nov 2025 Revenue: NT$173.2B, +27.5% YoY
Original: 2382 2025年11月 月營收
Summary
Quanta posted November 2025 revenue of NT$173.2B, up 27.5% YoY but down 5.9% MoM. The strong YoY growth continues to reflect robust AI server demand, though the sequential dip suggests some moderation from October's pace as hyperscaler shipment timing normalizes.
Full Translation
Quanta Computer (2382) reported November 2025 monthly revenue of NT$173.2 billion (NT$173,195,793 thousand). Revenue grew 27.45% year-over-year compared to November 2024, while declining 5.93% month-over-month from October 2025. The continued double-digit YoY expansion is consistent with sustained AI server shipment momentum, which has been the primary growth driver for Quanta as a key ODM partner to major hyperscalers building out GPU-based AI infrastructure. The sequential softening, while notable, follows several months of elevated shipments and may reflect order timing rather than a fundamental demand shift.