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Home/Stocks/2382.TW
TWSE · Taiwan · Computer Hardware

2382.TW Quanta Computer

Hyperscaler server ODM

Downtrend Trading below its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
AI Server Racks (Taiwan ODMs) · 52
Last close (delayed) · 2026-11-12
NT$278.5
−6.54% today
1W
−7.2%
1M
−13.8%
3M
−11.7%
YTD
+6.8%
1Y
−5.1%
Off 52w high
−30.4%
Next earnings (est.): 2026-11-10
Market capNT$1.14T≈ $34.65B
P/E (trailing)12.6Forward 8.7
EV / sales0.3×EV/EBITDA 9.3×
Revenue (TTM)NT$3.60TGrowth 125.2% y/y
Margins5.1%gross · op 3.1%
Free cash flow-NT$96.17BCash NT$312B · debt NT$397B
Analyst targetNT$411.7+47.8% upside · 19 analysts · buy
Riskβ —Short — of float · yield 5.23%

Fundamentals from public market data, refreshed daily (2026-11-12 22:21 UTC). Figures in reporting currency.

2382.TW · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

9 events
  1. 9
    2026-11-11EarningsMiss / cut

    Reported EPS 6.82 vs 7.15 expected (-4.6% surprise).

  2. 8
    2026-10-20Taiwan Ministry of FinanceData release

    Taiwan September exports a record $87.2B (+60.9%); shipments to the US +106% to $27.5B on AI servers. Export orders a record $114.2B (+62.4%). Source ↗

  3. 7
    2026-08-13EarningsBeat / raise

    Reported EPS 7.08 vs 6.11 expected (+15.9% surprise).

  4. 6
    2026-05-14EarningsBeat / raise

    Reported EPS 5.5 vs 5.06 expected (+8.7% surprise).

  5. 5
    2026-03-03EarningsBeat / raise

    Reported EPS 5.56 vs 4.48 expected (+24.1% surprise).

  6. 4
    2025-11-11EarningsBeat / raise

    Reported EPS 4.15 vs 4.09 expected (+1.4% surprise).

  7. 3
    2025-08-12EarningsBeat / raise

    Reported EPS 4.24 vs 4.19 expected (+1.2% surprise).

  8. 2
    2025-05-14EarningsBeat / raise

    Reported EPS 4.98 vs 3.79 expected (+31.2% surprise).

  9. 1
    2025-02-27EarningsBeat / raise

    Reported EPS 4.02 vs 3.65 expected (+10.1% surprise).

Latest headlines

Auto-updated daily

Alternative data that moves 2382.TW

Taiwan export ordersUS imports from Taiwan+89.2% y/y

Predictions involving 2382.TW

>$1.1T Taiwan MOEAOn track

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-11-117.156.82−4.6%
2026-08-136.117.08+15.9%
2026-05-145.065.5+8.7%
2026-03-034.485.56+24.1%
2025-11-114.094.15+1.4%
2025-08-124.194.24+1.2%
2025-05-143.794.98+31.2%
2025-02-273.654.02+10.1%
2024-11-143.864.28+10.9%
2024-08-092.783.92+41.0%
2024-05-152.263.12+37.8%
2024-03-152.412.66+10.5%
2023-11-102.03.32+65.8%
2023-08-111.642.63+60.3%
2023-05-111.461.66+13.6%
2023-03-151.922.33+21.6%
2022-11-101.852.4+30.0%
2022-08-121.131.02−9.8%
2022-05-131.741.74−0.2%
2022-03-162.162.38+10.2%
2021-11-121.882.43+29.5%
2021-08-131.792.04+13.9%
2021-05-131.591.83+15.1%
2021-03-291.962.21+12.9%

About Quanta Computer

Website ↗

Quanta Computer Inc. manufactures, processes, and sells laptop computers and cloud-computing server related products in the United States, Mainland China, the Netherlands, Japan, and internationally. The company provides notebook PCs; servers, storage devices, and network switches; cameras, including automotive cameras, camera module, and AI dash-camera and AI body-worn camera; and smart healthcare solutions. It also offers mobile computing solutions for the wireless communication of notebook PCs, wireless local area network peripherals, wireless multimedia devices, and wireless information home appliances; and cloud computing and enterprise network solutions for private or hybrid clouds, as well as home entertainment and smart home solutions, including home media centers; smart touch input systems for laptops, desktops, and thin client terminals; smart IoT controllers and sensors; smart…

Taoyuan City, Taiwan

AI Server Racks (Taiwan ODMs)

52

Rack-scale systems are integrated by a few Taiwanese ODMs. Execution and liquid-cooling readiness matter more than raw capacity.

Board→Tray→Rack→Cluster

What would prove us wrong. Strengthens if rack-scale integration slips and becomes the reason accelerators sit in warehouses.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
2317.TW
Hon Hai (Foxconn)
Largest AI rack integrator NT$240.0−0.83%0.0%+7.2%
3231.TW
Wistron
GPU baseboard and server ODM NT$170.0−2.58%−9.1%+17.1%
DELL
Dell Technologies
AI servers for enterprise and neoclouds $371.2−0.67%−26.8%+198.0%
SMCI
Super Micro Computer
Rack-scale AI servers and liquid cooling $26.99−11.30%−24.6%−7.8%
CLS
Celestica
Hyperscaler networking and compute EMS $254.0+4.57%−21.4%−14.1%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.