Sep 2025 Revenue: NT$152.8B, +5.26% YoY

Original: 2382 2025年9月月營收

Summary

Quanta Computer reported September 2025 revenue of NT$152.8 billion, up 5.26% year-over-year but down 3.5% sequentially. The modest YoY growth alongside a MoM pullback suggests AI server momentum is moderating after stronger prior-month shipments, though overall demand remains positive.

Historical Impact

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

Median +5d

-0.10%

Range

-9.40% to +7.33%

Positive outcomes

5/10

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) September 2025 Monthly Revenue Report: - Monthly Revenue: NT$152.81 billion (NT$152,807,846 thousand) - Year-over-Year Change: +5.26% - Month-over-Month Change: -3.50% September revenue showed mid-single-digit YoY growth, indicating continued underlying demand strength likely driven by AI server shipments, which have been Quanta's key growth driver as a major ODM for hyperscaler AI infrastructure. However, the 3.5% sequential decline from August suggests some near-term moderation in shipment cadence, possibly reflecting component supply timing or customer order pacing rather than a structural slowdown.