EL7.AI
StocksMedium•11 November 2026•
2 min read

Quanta Revenue Rises 99.4% in First Nine Months, Supported by AI Servers

Key Facts

1Consolidated revenue in the first nine months of 2026 rose 99.4% to about NT$2.9613 trillion.
2September revenue was about NT$325.3 billion, up 76.7% year over year and down 23.3% month over month.
3Laptop shipments totaled 9.6 million units in the third quarter, down 24.4% year over year.
4The company forecast that laptops would account for 11% to 13% of 2026 revenue.

Quanta Computer posted consolidated revenue of about NT$2.9613 trillion in the first nine months of 2026, up 99.4% year over year, CNA reported. The cumulative growth came amid strong momentum in AI servers, which CNA described as robust. September revenue reached about NT$325.3 billion, up 76.7% from the same month in 2025. But it fell 23.3% from August, which had recorded a historic high. The figures put annual revenue expansion alongside a monthly slowdown at the end of the third quarter.

Laptop shipments did not keep pace with revenue growth. The company shipped 4.2 million units in September, while third-quarter shipments totaled 9.6 million units. Quarterly shipments fell 16.5% from the previous quarter and 24.4% year over year. The company said customer laptop pull was weak in July and August before rebounding in September. It attributed the rebound to customers strategically adjusting inventory because of instability in the supply of some components, stressing that it "does not represent a broad-based return of end-demand recovery."

The company said laptop shipments could decline by a double-digit percentage in 2026 and that their share of annual revenue could fall to a range of 11% to 13%. The outlook reflects continued weakness in this business compared with its previous weight in the company's operations. By contrast, Quanta said shipments of NVIDIA GB300 products are stable and will be one of the drivers of fourth-quarter revenue. The company also began production trials for the Vera Rubin platform near the end of the third quarter. It expects to ship small volumes of the platform in the fourth quarter of 2026, before increasing shipments in the first quarter of 2027.

Third-quarter 2025 results provide an earlier comparison for the company's performance: consolidated revenue then reached NT$495.258 billion, up 16.7% year over year and down 1.8% from the previous quarter. Gross margin was 6.85%, down 0.48 percentage points from a year earlier. In November 2025, Quanta forecast that AI-related revenue growth would remain triple-digit in 2026 and said visibility for AI server orders extended through 2027. It also expected to more than double its AI production capacity by the end of 2026. At the time, it kept its 2025 annual capital expenditure budget at NT$20 billion.