Quanta Computer Inc. achieved record revenue in August, hitting NT$145.18 billion (US$4.55 billion), up 16.83% from July and 43.24% year-over-year. The boost came from strong sales in notebook computers and artificial intelligence (AI) servers. The company has now recorded four consecutive months of growth, with total revenue for the first eight months of 2024 reaching NT$838.33 billion (US$26.26 billion), up 19.85%.
Quanta’s stock saw a 3.85% rise, closing at NT$256.5 on September 6, supported by increased institutional buying. Despite a slight decline in laptop shipments for the year, the firm expects stable or slightly increasing sales in the third quarter, boosted by higher-priced models. The AI server sector remains the company’s key growth driver, accounting for over 50% of its overall server revenue.
As global chip shortages ease, Quanta plans to invest NT$12 billion (US$375 million) in capital expenditure, raising funds through the issuance of US$1 billion in corporate bonds to expand its market share in AI servers. This strategic move positions Quanta against major competitors like Hon Hai as demand for AI infrastructure continues to climb.
