Quanta's October revenue hit a new high for the same period, Fashuo focused on orders from North American customers on Wednesday

Quanta will attend a corporate briefing held by foreign investors on Wednesday. Since its AI customers are all in North America, it will focus on local infrastructure construction prospects.

[Reporter Fang Weijie/Taipei Report] Quanta (2382)’s revenue in October was 353.25 billion yuan, a monthly increase of 8.6% and an annual increase of 104%, setting a new high for the same period. The cumulative revenue in the first 10 months of this year was 3 314.6 billion yuan, an annual increase of 99.89%. Quanta will attend a legal person briefing held by foreign investors on Wednesday (11th). Since AI customers are all in North America, it will focus on the prospects of local infrastructure construction.

Quanta is currently in a period of silence before the meeting. It maintains its previous view for the time being. It expects the PC market to decline by double digits throughout the year. The stronger momentum in the first half of the year mainly comes from strategic inventory adjustments made by customers in response to rising memory costs and unstable supply.

Regarding the AI ​​server business, Quanta pointed out that the overall production status of NVIDIA GB300 is quite smooth and can meet the customer's shipping schedule. The new generation product Vera Rubin has begun trial production at the end of the third quarter and will be shipped in small quantities in the fourth quarter. The company's main ramp-up time will fall in the first quarter of next year.