Quanta Computer

16 atoms · 跨 3 天 · 首见 2026-05-14 · 最近 2026-06-16

三色: 🟦 fact 16 · 🟥 take 0 · stance ▲7/▼4/◆2

来源: X 16

时态: fresh:16

标签: 好数字:11 · 好信源:7 · 好思考:1

事实 (fact) (16)

• 2026-05-14 ⭐ · AI服务器出货量同比增长
  AI server shipments this year remain on pace for triple-digit percent growth
  tags: 好数字·好信源 · → daily
  value: qty=triple-digit percent · date=2026年
• 2026-05-14 ⭐ · 通用服务器出货量成长指引上调
  raised guidance for general purpose server growth to double digit % from flat previously
  tags: 好数字·好信源 · → daily
  value: qty=double digit % from flat · date=2026年
• 2026-05-26 · 越南工厂年产量目标
  Vietnam authorities say Quanta Computer aims to double annual output at its Vietnam plant to 9 million units.
  tags: 好数字·好信源 · → daily
  value: qty=900万 · unit=台
• 2026-05-14 · 代销模式对毛利率利好
  Quanta is shifting to a consignment model with clients...Higher ASIC-server-based shipments will also help
  tags: 好思考 · → daily
• 2026-06-16 · 筹资
  AI server giant Quanta Computer is expected to raise NT$70 billion (US$2.2 billion) by selling up to 245 million Global Depositary Receipts (GDR)
  tags: 好数字 · → daily
  value: qty=NT$70 billion · currency=NTD
• 2026-05-26 · 越南制造工厂投资扩张申请
  Quanta Computer has sought approval to expand investment in its Vietnam manufacturing facility, according to the Vietnamese government.
  tags: 好信源 · → daily
  value: qty=未披露 · date=2026-05-27
• 2026-05-26 · Vietnam investment commitment
  Vietnam authorities say Quanta Computer is boosting its Vietnam investment commitment to $240 million.
  tags: 好数字 · → daily
  value: qty=$240 million · date=2026-05-27
• 2026-05-14 · AI服务器业务能见度展望
  visibility for the AI server business remains high out to 2028
  tags: 好信源 · → daily
  value: date=2028年
• 2026-05-14 · AI服务器占总服务器营收比例
  AI servers now account for 75% of total server revenue
  tags: 好数字 · → daily
  value: qty=75%
• 2026-05-14 · 高端AI服务器机柜出货量环比增长
  Shipments of high-end AI server racks costing over $3M more than doubled vs Q4
  tags: 好数字 · → daily
  value: qty=more than doubled · date=Q1 2026 vs Q4 2025
• 2026-05-14 · 笔记本出货量季度变化
  Shipped 10 million laptops, -8.3% vs Q4
  tags: 好数字 · → daily
  value: qty=-8.3% · direction=down · date=Q1 2026 vs Q4 2025
• 2026-05-14 · 笔记本出货量同比变化
  -7.4% YoY
  tags: 好数字 · → daily
  value: qty=-7.4% · direction=down · date=Q1 2026 vs Q1 2025
• 2026-05-14 · 2026年资本开支金额
  Will spend NT$30 billion on new plants/lines (capex) this year
  tags: 好数字 · → daily
  value: qty=NT$30 billion · date=2026年
• 2026-05-14 · 毛利率季度变化
  gross profit margin fell to 4.78% in the 1st quarter from 6.33% in Q4
  tags: 好数字 · → daily
  value: qty=4.78% · direction=down · date=Q1 2026
• 2026-05-14 · Q2毛利率将大幅提升
  Quanta said Q2 gross margin will increase substantially due to the change
  tags: 好信源 · → daily
  value: date=Q2 2026
• 2026-05-14 · 毛利率下降部分原因
  caused partially by costly memory chip purchases
  tags: 好信源 · → daily
  value: cause=costly memory chip purchases

时间轴 (近 20)

• 2026-06-16 · fact · 筹资 · → daily
• 2026-05-26 · fact · 越南制造工厂投资扩张申请 · → daily
• 2026-05-26 · fact · Vietnam investment commitment · → daily
• 2026-05-26 · fact · 越南工厂年产量目标 · → daily
• 2026-05-14 · fact · AI服务器出货量同比增长 · → daily
• 2026-05-14 · fact · 通用服务器出货量成长指引上调 · → daily
• 2026-05-14 · fact · AI服务器业务能见度展望 · → daily
• 2026-05-14 · fact · AI服务器占总服务器营收比例 · → daily
• 2026-05-14 · fact · 高端AI服务器机柜出货量环比增长 · → daily
• 2026-05-14 · fact · 笔记本出货量季度变化 · → daily
• 2026-05-14 · fact · 笔记本出货量同比变化 · → daily
• 2026-05-14 · fact · 2026年资本开支金额 · → daily
• 2026-05-14 · fact · 毛利率季度变化 · → daily
• 2026-05-14 · fact · Q2毛利率将大幅提升 · → daily
• 2026-05-14 · fact · 毛利率下降部分原因 · → daily
• 2026-05-14 · fact · 代销模式对毛利率利好 · → daily

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