Quanta says September server dip is normal as revenue falls 23% from August

Quanta Computer shipped 4.2 million notebooks in September 2026, up more than 60% from August. Monthly revenue still fell over 20% month-over-month because server shipments declined, which the company calls a normal seasonal pattern.

• September notebook shipments reached 4.2 million units, up over 60% from August
• Monthly revenue dropped more than 20% month-over-month
• The decline came from lower server shipments, which Quanta calls normal