News tagged Quanta at DIGITIMES

NEWS TAGGED 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...

Monday 1 December 2025

Jensen Huang says Nvidia must run very fast as AI chip competition intensifies

Nvidia CEO Jensen Huang made his fifth visit to Taiwan in 2025 on November 27, reportedly to pay a personal visit to TSMC founder Morris...

Monday 1 December 2025

Jensen Huang visits Taiwan and refutes ODM capacity concerns

Nvidia CEO Jensen Huang has recently been on the move, drawing significant attention. Aside from visiting TSMC founder Morris Chang and Quanta chairman Barry Lam during his Thanksgiving...

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Jan 6, 16:39

MSI Unveils Full Lineup of AI Products at CES 2026

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook