Quanta, TW0002382009

US patent probe names Quanta Computer. Target for Quanta Computer stock rises to TWD 427.84

Published on 10/12/2026 at 09:11 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 2026 revenue reached TWD 1.04 trillion, up 106 percent year over year. Target for Quanta Computer stock is TWD 427.84 on October 1, 2026.

Key points in brief

A US Section 337 patent investigation names Quanta Computer among 20 respondents in a vertical power delivery case.
Analysts raised a Quanta Computer target from TWD 391.47 to TWD 427.84 on October 1, 2026.
Second-quarter 2026 revenue reached TWD 1.04 trillion, up 106 percent year over year, while net income reached TWD 28.65 billion.
Quanta's market capitalization was TWD 1.2 trillion on October 12, 2026, with a 52-week range of TWD 260.00 to TWD 438.00.

Quanta, TW0002382009, Illustration mit AI erstellt.

Quanta Computer (ISIN TW0002382009) was named in a US patent investigation on October 9, 2026, while analysts had raised their target from TWD 391.47 to TWD 427.84 on October 1, 2026. Biggo reported that the case covers 20 companies, including Quanta, while Simply Wall St cited the target change.

Three events shape the case

On August 15, 2026, Simply Wall St reported second-quarter 2026 revenue of TWD 1.04 trillion, up 106 percent from the second quarter of 2025, with net income of TWD 28.70 billion, up 70 percent. On September 17, 2026, the same source reported an analyst target of TWD 587.71, raised from TWD 543.58.

On October 9, 2026, the US International Trade Commission opened investigation 337-TA-1526 into vertical power delivery systems and related computing systems. Biggo said Vicor alleges infringement of US Patent No. 10,903,734. The investigation names Quanta Computer, QCT and US subsidiaries among the respondents, but opening a case is not a final finding of infringement.

What does the probe mean?

The immediate issue is legal exposure around equipment used in AI servers and data centers. The USITC is due to set a target completion date within 45 days of the October 9, 2026 institution date, according to Biggo. The case therefore adds a regulatory variable to a business whose latest quarterly revenue more than doubled year over year.

Profit growth meets thin margins

Quanta's second-quarter 2026 net margin was 2.80 percent, down from 3.30 percent in the second quarter of 2025, even as revenue rose 106 percent and net income rose 70 percent, according to Simply Wall St. That combination makes margin control a key counterweight to the company's AI server expansion.

Upcoming reporting date

TickerLandia lists November 10, 2026 as the next quarterly results date. The market capitalization was TWD 1.2 trillion on October 12, 2026, and the 52-week range was TWD 260.00 to TWD 438.00.

Market value and trading context

Quanta Computer's TWD 1.2 trillion market capitalization on October 12, 2026 places the company within a TWD 260.00 to TWD 438.00 52-week range. The latest operating figures show the central tension clearly: second-quarter revenue grew 106 percent year over year, while the net margin declined to 2.80 percent.