Oct 2025 Revenue: NT$184.1B, +18.7% YoY

Original: 2382 2025年10月月營收

Summary

Quanta posted October 2025 revenue of NT$184.1B, up 18.7% YoY and a strong +20.48% MoM, signaling continued AI server momentum heading into year-end. The sequential acceleration is consistent with peak-season AI server shipments (notably GB200/GB300 rack-scale systems) to hyperscaler customers.

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) reported October 2025 (ROC 114/10) monthly revenue of NT$184.11 billion (NT$184,108,513 thousand). Revenue increased 18.7% year-over-year versus October 2024 and rose 20.48% month-over-month versus September 2025, reflecting strong sequential demand. The double-digit YoY growth combined with a sharp MoM acceleration is consistent with the seasonal ramp in AI server shipments to hyperscaler customers.