Quanta posted record revenue and earnings per share for the first quarter of 2026, but gross margin collapsed as the company absorbed costs tied to a rapid shift into high-priced GPU-based...
A Taiwan Intellectual Property Office report released in 2026 showed that AI demand accelerated a global patent race in data center and server cooling technologies, with Inventec,...
As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue...
Quanta Computer and Compal Electronics, two of Taiwan's largest notebook contract manufacturers, posted April shipment declines exceeding 30% as a wave of orders pulled into late March...
Quanta Cloud Technology's expected 2026 server momentum could reshape global data center supply chains, as rising demand for both AI and general-purpose servers — highlighted...
Outsourcing by US cloud service providers (CSPs) has become an increasingly dominant trend, with Taiwanese manufacturers taking on a larger share of global production. Oracle has not...
Quanta Computer is doubling down on speed, scale, and execution as it heads into 2026, with leadership expressing strong confidence that surging AI server demand will drive another...
Taiwan's ODM and EMS sectors saw a surge in revenue in March 2026, driven primarily by strong AI server demand alongside seasonal quarter-end restocking. Notably, growth extended beyond...
Apple's most price-competitive notebook ever, the MacBook Neo, triggered a buying frenzy immediately after its launch in March, with market demand significantly exceeding expectations...
Taiwan's AI server ODM and EMS sector continues to deliver exceptional revenue growth in the first quarter of 2026, driven by sustained hyperscaler investment in artificial intelligence...
Electronic ODM makers' surge in March revenue, driven by accelerated notebook orders and booming AI server demand, erased the typical first-quarter slump, with implications for global...
The air inside the SAP Center carried more than just Silicon Valley anticipation. There was a distinct sense of historical gravity as Jensen Huang took the stage for GTC 2026.
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...
