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NEWS TAGGED QUANTA
Wednesday 11 March 2026
NB ODMs see no clear early pull-in, 1Q26 shipments to decline double digits
Memory shortages and price increases continue to escalate. To avoid even higher prices, vendors are shipping products sooner rather than later. However, two major notebook ODMs, Quanta...
Tuesday 10 March 2026
Quanta AI server surge cuts notebook revenue share below 20%

Quanta continued to benefit from demand for AI servers. In February 2026, notebook shipments were weak, yet revenue declined only 6.6% month-over-month...

Saturday 28 February 2026
Quanta posts record 2025 profit, eyes AI-led growth in 2026

Stronger-than-expected results from Nvidia were reflected in its manufacturing partners. Quanta reported fourth-quarter 2025 earnings per...

Friday 13 February 2026
Quanta boosts Thailand investment to expand AI server capacity
Quanta Cloud Technology (QCT) said it will invest THB1.098 billion (approx. US$35.34 million) in electromechanical engineering and materials for its Thailand facility, reinforcing...
Tuesday 10 February 2026
Memory cost pressures lead ODMs to adopt cautious 2026 outlook for notebook shipments
Notebook ODMs reported mixed January 2026 shipment results, with Quanta declining year-over-year while Wistron and Inventec showed growth. The industry expects a first quarter seasonal...
Tuesday 10 February 2026
Taiwan server ODMs set for record first quarter, driven by AI server demand

Taiwan's server supply chain is entering what suppliers expect to be its strongest first quarter on record. ODMs, including Quanta, Wistron,...

Sunday 1 February 2026
CSPs ramp up AI capex as supply chain gains confidence
The AI arms race among cloud service providers (CSPs) is intensifying rapidly. Meta has announced plans to more than double its capital expenditure in 2026 compared to 2025, while...
Monday 26 January 2026
Latecomer firms set to climb global EMS/ODM rankings in 2026

DIGITIMES' tally of 2025 revenue for the world's top 20 electronics manufacturing services (EMS) and original design manufacturing (ODM)...

Thursday 22 January 2026
QCT eyes AI supply chain integration battle with full-spectrum server strategy
AI has sparked a significant boom in the server industry, turning system manufacturing into a supply chain battle. For ODMs, success now hinges on deep collaboration with chip partners...
Wednesday 21 January 2026
Quanta EVP Mike Yang interview: AI industry paradigm shift just begun
The server industry is reaping the benefits of AI. Quanta's revenue hit a record high in 2025, surpassing the NT$2 trillion (US$63.2 billion) mark, with AI servers as the primary growth...
Monday 19 January 2026
Server ODMs shrug off US-Taiwan tariff deal, prioritize customer demands
The recent US-Taiwan tariff agreement has minimal effect on servers' original design manufacturers (ODMs), as server products were excluded from both previous reciprocal tariffs and...
Monday 19 January 2026
Quanta rushing to hire and expand as AI server demand holds strong
Server ODM Quanta Computer is aggressively expanding production, with the expectation that capacity will double again by the end of 2026. Quanta's Executive Vice President and Quanta...
Friday 16 January 2026
Quanta says AI industry faced three major waves in 2025, sees strong growth over next 2-3 years
Quanta Computer held its year-end banquet on the evening of January 15, 2026, during which company chairman Barry Lam highlighted three major waves that hit 2025. He named the tariff...
Friday 16 January 2026
Quanta's Yang sees triple-digit growth in 2026, no bubble concerns

Quanta Computer Executive Vice President and Quanta Cloud Technology President Mike Yang said on January 15 that the company's AI business...

Friday 9 January 2026
Foxconn, Wistron, Quanta to sustain trillion-dollar revenue on AI server in 2026
AI server demand pushed Taiwan's three major ODMs — Foxconn, Wistron, and Quanta — to record-high revenue in 2025, with all three surpassing NT$1 trillion (US$32 billion)...