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    Foxconn deepened manufacturing presence in China with new JV
    4h 34min ago
    AI server power architecture upgrade drives structural growth in power connector industry
    4h 34min ago
    AI power architecture shift opens up new ASIC and HVDC opportunities
    4h 34min ago
    Chinese smartphone makers cut 2026 shipment targets amid memory price surge
    4h 34min ago
    China rare earth prices rose for sixth consecutive time in 1Q26, supply chain brace for impact
    4h 34min ago
    Stable demand for high-end PMICs boosts growth opportunities for Taiwanese firms
    4h 34min ago
    NEWS TAGGED QUANTA
    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)...
    Friday 9 January 2026
    Quanta hits record monthly, quarterly, and annual revenue on AI server boom
    Powered by continued AI server momentum, Quanta delivered record revenue in December 2025, the fourth quarter, and the full year. The company is optimistic about 2026, citing higher...
    Wednesday 7 January 2026
    Quanta sees a decade-long AI server cycle, warns growth isn't instant
    Mike Yang, executive vice president of Quanta Computer and president of Quanta Cloud Technology (QCT), said AI demand differs fundamentally from notebooks and traditional servers,...
    Friday 2 January 2026
    Server ODMs remain bullish through the end of 2026 despite bubble concerns
    Although AI bubble concerns persist, server ODMs remain optimistic about 2026. Nvidia's GB300 began shipping in the fourth quarter of 2025, and the new Vera Rubin architecture expected...
    Tuesday 9 December 2025
    Nvidia GB300 orders lift Taiwan ODMs, fuel strong 2026 outlook
    Strong demand for Nvidia's GB300 accelerators lifted fourth-quarter 2025 performance for major Taiwanese original design manufacturers. Foxconn, Quanta, and Wistron reported solid...
    Monday 8 December 2025
    EMS/ODM industry revenue growth powered by AI and Apple in the third quarter of 2025
    DIGITIMES has reported that global EMS/ODM companies saw revenue growth in the third quarter of 2025, driven by AI as related orders sustained robust momentum throughout 2025, while...
    Thursday 4 December 2025
    Tech Forum 2026: Quanta warns power shortages may stall next server growth wave

    Quanta Computer vice chairman and president C. C. Leung said on December 3 that electricity supply has become the most serious constraint...

    Thursday 4 December 2025
    Tech Forum 2026: Quanta races ahead to lead high-end AI servers in 2026
    Google's TPU has drawn massive attention to the competitive landscape between ASIC and GPU servers. During the DIGITIMES Tech Forum 2026, DIGITIMES Research senior analyst Jim Hsiao...
    Thursday 4 December 2025
    Tech Forum 2026: Quanta flags memory shortage as top AI hardware risk for 2026
    Quanta Computer vice chairman and president C.C. Leung warned on December 3, 2025, that persistent memory shortages and rising costs could become the most significant risk to the artificial...
    Wednesday 3 December 2025
    Tech Forum 2026: Quanta vice chair reveals cost-cutting path to smart glasses mass production
    DIGITIMES' Tech Forum took place on December 3, 2025, with Quanta vice chairman C.C. Leung fully participating and closely following the pulse of the technology industry, particularly...
    Wednesday 3 December 2025
    3Q25 Global ODM/EMS rankings: AI continues to drive revenue growth
    In December 2025, DIGITIMES tracked global EMS/ODM companies and compiled the rankings of the top 20 companies for the third quarter of 2025. Generative AI has driven a paradigm shift...
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    NTN special report
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook