Quanta's CFO says US states' limits on data-center construction haven't led any customer to change orders so far, and fourth-quarter rack shipments may dip slightly.

Concept illustration: a large white sign with curved sides stands on a dark base, its black top band carrying a blue ring-shaped mark with red stripes beside white lettering QUANTA. On the sign, a label reading THIRD QUARTER sits above a long row of black rack cabinets on a shelf line, and below it a label reading FOURTH QUARTER sits above a shorter row of red rack cabinets that stops before the right end of its shelf line.

Quanta says rack shipments peak in the first quarter of next year, and more customer-supplied components will make year-on-year revenue growth look distorted. All of the following are Taiwanese media accounts of the earnings call. According to Anue, a Taiwanese financial news site, Quanta's third-quarter gross margin was 4.75%, down 2.1 percentage points from a year earlier (Anue, 2026-11-11). According to the Commercial Times, a Taiwanese business daily, Quanta's fourth-quarter AI server revenue is expected to exceed the third quarter's while rack shipments may dip slightly. Quanta is negotiating more customer-supplied components with clients: high-priced parts such as GPUs are bought by the customer and handed to the assembler, which distorts year-on-year revenue growth (Commercial Times, 2026-11-12). According to the Economic Daily News, another Taiwanese business daily, CFO Yang Junlie, asked about US states' limits on data-center construction, said no customer had adjusted orders because of them so far (Economic Daily News, 2026-11-11). How we checked →

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This item ran in the brief of Nov 12, 2026, alongside 16 other items. How we checked it, the quote checks and what was still missing that day are on that issue's How we checked page.

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SecondSource (2026). "Quanta's CFO says US states' limits on data-center construction haven't led any customer to change orders so far, and fourth-quarter rack shipments may dip slightly.." https://secondsource.io/en/news/2026-11-12-6/. Accessed access date.