Quanta has agreed to buy AUO's Taoyuan factory in Guishan Hwa Ya Park for NT$19.7 billion, moving to add server production capacity as its Taiwan lines run at full utilization. The...
The move from AI model training to inference is widening server demand beyond accelerators and easing margin pressure on hardware assemblers. For global readers, the shift signals...
AI server orders are flooding in, and original design manufacturers (ODMs) are racing to expand factories across the US and Asia to keep up. From California and Texas to Vietnam, Thailand,...
Taiwan's Department of Investment Review (DIR) under the Ministry of Economic Affairs (MOEA) has approved Taiwan Semiconductor Manufacturing Company's (TSMC) US$20 billion capital...
Techman Robot announced its artificial intelligence (AI) collaborative robots (cobots) have been successfully deployed at parent company Quanta Computer's automotive computer and automotive...
Taiwan's leading server manufacturers reported strong May sales, underscoring how global AI infrastructure spending is reshaping demand for data center hardware. The gains point to...
Quanta Computer executive vice president and Quanta Cloud Technology (QCT) president Mike Yang said GPU applications are expanding across training, edge computing, and storage, as...
Quanta said demand for artificial intelligence (AI) infrastructure would be very strong in 2026 as the company pushed deeper into servers and wearable devices, and that it was expanding...
The global AI server market continues to expand at a rapid pace, driven by higher capex from large cloud service providers (CSPs) and rising demand for generative AI infrastructure...
As AI server prices rise, original design manufacturers (ODMs) are hitting record revenue, but also coming under pressure on their gross margins. To defend profitability, manufacturers...
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...
