Quanta Computer
ConvictionContext
Contract design and manufacturing (ODM/ODM-direct): high-volume, low-margin build-to-order hardware for hyperscalers and PC brands; server business via subsidiary Quanta Cloud Technology (QCT); revenue scales with unit volume and bill-of-materials pass-through, profit with engineering mix and rack-level integration
Revenue
FY2025: NT$2.12T~$66B USD), first year above NT$2T; Q1 2026: NT$809.2B (~$25.7BRev growth
FY2025 +50.5% YoYQ1 2026 +66.6% YoY (also +66.7% QoQ); street (S&P Global / Visible Alpha consensus) models FY2026 ~NT$3.7T (+74%Gross margin
4.78%Q1 2026, down 154 bps QoQ and 314 bps YoY on GB300 mix and memory cost inflation; FY2025 ~7.0%, FY2024 ~7.9%Op margin
~2.8%Q1 2026: NT$23B operating profit on NT$809.2B revenue; operating profit down 4.4% QoQCapex intensity
<1% of revenue - FY2026 capex target NT$30B~$950M), 80-85% aimed at US and Thailand plantsMarket cap
~$49B USDNT$1.45T), TWSE, as of Jul 8 2026The read
Where our coverage leans
Coverage leans bullish
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Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range
Not investment advice — analyst work product for a qualified professional.· intel vintage 2026-07· sign in (free) for the analyst summary; Pro unlocks full intelligence