Quanta, TW0002382009

Quanta faces US trade probe as 20 firms put Quanta stock in scope

Published on 10/13/2026 at 10:26 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 revenue reached TWD 1.04 trillion, up 34.60 percent year over year. For Quanta stock, September revenue was TWD 325.30 billion.

Quanta Computer was named in a U.S. trade investigation announced on October 11, 2026, involving 20 companies and subsidiaries.
The company received approval for a USD 973 million U.S. manufacturing investment on September 30, 2026.
Second-quarter 2026 revenue reached TWD 1,036.59 billion, up 34.60 percent year over year, while net income rose 69.90 percent.
The next earnings date listed for Quanta Computer is November 6, 2026.

Quanta, TW0002382009, Illustration mit AI erstellt.

Quanta (TW0002382009) was named in a U.S. trade investigation involving 20 companies and subsidiaries on October 11, 2026. The United States International Trade Commission is examining vertical power systems, components and computing equipment linked to AI servers, according to Cnyes.

Three events shape the story

On August 13, 2026, Quanta Computer reported second-quarter 2026 net sales of TWD 1,036.59 billion, up 34.60 percent year over year, while net income reached TWD 28.65 billion, up 69.90 percent. Basic earnings per share rose to TWD 7.43 from TWD 4.37 in the second quarter of 2025, according to Quartr.

On September 30, 2026, Taiwan authorities approved a USD 973 million investment by Quanta's U.S. subsidiary for computer, peripheral equipment and server assembly. The project adds a manufacturing commitment to a business increasingly tied to data-center infrastructure, as Taipei Times reported.

What does the probe mean?

The October 11 investigation names Quanta Computer, Quanta Cloud Technology and two U.S. affiliates among the respondents. The complaint concerns alleged patent infringement involving power-delivery systems used in data-center servers, AI accelerators and other computing equipment, while the commission's inquiry will establish the next procedural steps.

The investigation is separate from Quanta's operating momentum. September 2026 revenue reached TWD 325.30 billion, up 76.70 percent from a year earlier, while revenue for January through September reached TWD 2,961.36 billion, up 99.40 percent, according to Ajussi Guide. The same review put second-quarter operating income at TWD 34.24 billion and the operating margin at 3.30 percent.

Next reporting date

Quanta's next earnings date is listed as November 6, 2026. That date gives the market a scheduled checkpoint for second-quarter growth, September revenue momentum and the potential business impact of the trade investigation, according to Investing.com.