Compal showcases 8-GPU servers: what it means for Compal stock

Published on 10/20/2026 at 02:10 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Compal details liquid cooling at OCP Summit. For Compal stock, second-quarter 2026 revenue reached TWD 238.29 billion and EPS was TWD 0.72.

AI infrastructure expansion continues

On October 13, 2026, Compal presented servers with eight NVIDIA Blackwell Ultra GPUs and networking supporting 128 ports.
In the second quarter of 2026, revenue reached TWD 238.29 billion and earnings per share were TWD 0.72.
Compal had a market capitalization of TWD 154.3 billion as of October 19, 2026.

Compal, TW0002324001, Illustration mit AI erstellt.

Compal Electronics (ISIN TW0002324001) presented an eight-GPU server platform at OCP Global Summit 2026, giving Compal stock a fresh link to the expanding AI infrastructure market. In a release dated October 13, 2026, Yahoo Finance reported that Compal would showcase a direct liquid-cooled server based on NVIDIA's HGX B300 platform with eight NVIDIA Blackwell Ultra GPUs.

AI systems move beyond GPUs

The announcement covered more than a single server design. Compal said its OCP presentation combined server engineering, liquid cooling, rack integration, system validation, supply-chain management and global manufacturing. The same release said a networking system could support up to 128 ports of 800GbE connectivity, a concrete sign that Compal is presenting itself as an infrastructure integrator rather than only a contract notebook manufacturer.

What does the AI push mean?

The financial context is already substantial. For the second quarter of 2026, Compal reported revenue of TWD 238.29 billion and earnings per share of TWD 0.72, while the cited consensus figures were TWD 221.40 billion for revenue and TWD 0.50 for earnings per share. TradingView carried those second-quarter 2026 figures and estimates. The comparison puts the server strategy against a business that already operates at very large quarterly sales volume.

Three steps in the AI strategy

On August 14, 2026, Compal reported second-quarter earnings per share of TWD 0.72 for the second quarter of 2026, according to TradingView. On September 16, 2026, Quanome entered an agreement with Compal to purchase 32 GPU server units, as reported by MarketScreener. On October 13, 2026, Compal presented the eight-GPU and 128-port platform at OCP, according to Yahoo Finance.

Next date is November 8

The next listed company event is a sales and revenue release on November 8, 2026, according to MarketScreener. That date should give investors a clearer test of whether AI server activity is translating into the reported sales mix.

Stock valuation and trading context

Compal was last at TWD 36.25 on the Taiwan Stock Exchange on October 19, 2026 at 1:30 p.m. TST. Its market capitalization was TWD 154.3 billion on that date, and the 52-week range was TWD 26.75 to TWD 47.75. The company describes its business as spanning notebook PCs, servers, smart devices and technology innovation, with fiscal year-end on December 31, according to its investor-relations page.