News tagged Quanta at DIGITIMES

NEWS TAGGED QUANTA

Monday 5 October 2026

AI server lines accelerate automation, boosting cobot demand

The AI server boom is spreading into the market for collaborative robots (cobots). The share of cobots on AI server production lines is rising as Wiwynn expands their use at its Mexico...

Monday 5 October 2026

Quanta suspends HP supply for a week to press for higher NB prices

Quanta, a leading notebook ODM, reportedly cut off supply to Hewlett-Packard (HP) for one week in September 2026, forcing HP to raise prices as Quanta drew on its surging server business...

Wednesday 30 September 2026

Neocloud lifts OEM buying as ODM-direct share slips below 80% in 2026

Taiwan-based server original design manufacturers (ODMs) have long been key partners for cloud service providers (CSPs) through the ODM-direct model, but the model's share is declining...

Tuesday 22 September 2026

Huaqin challenges Quanta for Steam Deck ODM order

Industry sources say Valve is expected to launch a new Steam Deck in 2027, setting up a tougher contest for Taiwanese original design...

Tuesday 15 September 2026

AI server tracker: OEM/EMS August revenue trends, operational outlook

Taiwan's original equipment manufacturer/electronics manufacturing services (OEM/EMS) sector is witnessing a structural split between...

Monday 14 September 2026

Notebook shipment update, July 2026

Introduction

Friday 4 September 2026

The 'Copper Wall': inside the physical bottlenecks threatening to melt AI supercomputing boom

A decade ago, when Nvidia CEO Jensen Huang was developing the world's first NVLink-enabled deep learning system, the DGX-1, the tech industry was deeply skeptical about the future...

Friday 21 August 2026

Charts: Foxconn is losing share of Taiwan's EMS revenue as Quanta and Wistron near double

The sub-sector's dominant supplier grew 37.9% year to date and still ranks only seventh of 20, while the other 19 companies grew 56.9% between them.

Tuesday 18 August 2026

AI server supply chain ramps up capital, talent, and capacity

The AI server supply chain continues to expand capital expenditures, pouring in cash, building factories, and hiring aggressively, to heighten barriers to entry. On top of rapid product...

Friday 14 August 2026

Quanta posts record second quarter revenue as AI server demand surges

Quanta Computer reported record second-quarter results on August 13, driven by strong demand for AI servers and notebooks. The Taiwanese electronics manufacturer said consolidated...

Thursday 13 August 2026

Quanta raises 2026 capex to NT$40B as AI visibility runs to 2028

Quanta Computer told investors at its August 13 earnings call that customer AI product roadmaps and order visibility now extend into...

Saturday 8 August 2026

Quanta posts second-highest monthly revenue as notebook shipments plunge 38%

Quanta Computer posted its second-highest monthly revenue on record in July, as strong AI server demand sustained growth even as notebook shipments fell nearly 38% from June.

Wednesday 29 July 2026

Quanta buys AUO Taoyuan factory for NT$19.7B to expand AI server capacity

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...

Wednesday 29 July 2026

AI shift to inference boosts CPU server demand across the supply chain

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...

Thursday 9 July 2026

Server ODMs race to expand globally as parts shortages bite

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,...

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