What Quanta Computer makes for data centers
public · HQ Taoyuan City, Taiwan · qct.io
Quanta Computer, through its Quanta Cloud Technology (QCT) arm, is one of the main ODMs building rack-scale AI systems — QuantaGrid servers supporting Nvidia GB200/GB300 NVL72 platforms — along with GPU baseboards, liquid-cooled compute trays, storage servers and switches for hyperscalers. Not to be confused with Quanta Services, the unrelated US electrical contractor.
Listing
Taiwan Stock Exchange: 2382.TW· 322 TWD -1.83% · mkt cap 1.32T TWD
Also listed: PWR
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
4 parts across 3 layers
No disclosed data-center revenue share on file.
Units and subsidiaries: Cupertino Electric
Parts, by layer
Layer 3 — Networking & interconnect
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Switch systems & white-box ODMs | odm | inferred | Accton (Edgecore), Alpha Networks, Arista, Celestica, Cisco, Dell |
Layer 4 — Servers, racks & integration
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Rack-scale systems | odm | inferred | AMD, ASRock Rack, ASUS, Cisco, Compal, Dell | |
| EMS, system integration & rack-level test | manufacturer | inferred | Benchmark, Celestica, Compal, Flex, Foxconn (Hon Hai), Inventec | |
| GPU baseboards & compute trays | manufacturer | inferred | Foxconn (Hon Hai), Inventec, Nvidia, Pegatron, Supermicro, Wistron |
Layer 9 — Building shell, site & construction
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| MEP & electrical contractors (via Cupertino Electric) | contractor | inferred | Comfort Systems, EMCOR, IES Holdings, Limbach, Southland, Bergelectric |
Where Quanta Computer sits in the stack
Quanta Computer's placements in this catalog cover 5 parts, from layer 3 (networking & interconnect) to layer 9 (building shell, site & construction). None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Switch systems & white-box ODMs — The physical switches — built by branded vendors and white-box ODMs — that house scale-out switch ASICs and connect racks into a cluster fabric.
- Rack-scale systems — A rack-scale system is the fully integrated cabinet of compute trays, switch trays, power shelves, cooling manifolds and busbar that ships as one wired unit rather than as discrete servers.
- EMS, system integration & rack-level test — Electronics manufacturing services firms assemble, wire and burn-in the finished server or rack before it ships, standing between the ODM board build and the customer's data center floor.
- GPU baseboards & compute trays — The baseboard is the printed circuit assembly that carries the GPUs (and often paired CPUs) and their direct power and interconnect, packaged into a tray that slides into the rack.
- MEP & electrical contractors — Self-performing MEP and electrical contractors who install the power distribution, cooling piping, and electrical systems specified by design (9.03) under the general contractor's coordination (9.04).
Closest peers in this catalog
Seen in real machines
Quanta Computer is named in 1 of the rack teardowns and supercomputer breakdowns on this site. Each line below is a piece of that machine.
- Nvidia GB300 NVL72 · rack teardown
- Rack integration, ODM and OEM badge
- 18× compute trays (Bianca board: 2× Grace + 4× B300)
Monthly revenue (TWSE/TPEx filing)
| Month | Revenue (TWD m) | MoM | YoY |
|---|---|---|---|
| 2026-09 | 325,300 | -23.3% | 76.7% |
| 2026-08 | 423,971 | 15.8% | 177.5% |
| 2026-07 | 366,274 | -4.9% | 131.3% |
| 2026-06 | 385,191 | 23.7% | 102.9% |
| 2026-05 | 311,481 | -8.4% | 94.4% |
| 2026-04 | 339,921 | -6.3% | 120.7% |
| 2026-03 | 362,803 | 68.3% | 88.4% |
| 2026-02 | 215,583 | -6.6% | 43.2% |
| 2026-01 | 230,835 | -15.3% | 61.9% |
| 2025-12 | 272,495 | 41.2% | 94.5% |
| 2025-11 | 192,947 | 11.4% | 36.5% |
| 2025-10 | 173,196 | -5.9% | 27.4% |
Disclosed customers
| Customer | % | Metric | Period | Filing |
|---|---|---|---|---|
| largest customers (combined) | 30% | revenue | 2025-12-31 | 10-K |
Latest feed
- Quanta says September server dip is normal as revenue falls 23% from August — DigiTimes, 2026-10-07Quanta Computers reported a 23% revenue decrease in September compared to August, noting that the decline is a typical seasonal fluctuation.
Questions about Quanta Computer
- What does Quanta Computer make for AI data centers?
- This catalog places Quanta Computer on 5 parts: Switch systems & white-box ODMs (odm), Rack-scale systems (odm), EMS, system integration & rack-level test (manufacturer), GPU baseboards & compute trays (manufacturer) and MEP & electrical contractors (contractor).
- Is Quanta Computer publicly traded?
- Yes — Quanta Computer is listed on Taiwan Stock Exchange under 2382.TW, plus 1 other listing. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Where is Quanta Computer based?
- Taoyuan City, Taiwan, per the company record in this catalog.
- Who else makes switch systems & white-box ODMs for AI data centers?
- Accton (Edgecore), Alpha Networks, Arista, Celestica, Cisco and Dell are also placed on Switch systems & white-box ODMs in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Quanta Computer the mix is 5 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.
Verification: enriched, last verified 2026-08-27. Sources: blog.qct.io · www.quantatw.com.· Markdown · JSON