News tagged Quanta at DIGITIMES

NEWS TAGGED QUANTA

Friday 1 May 2026

OpenAI demand doubts cast shadow over AI server supply chain

OpenAI's aggressive push to secure AI computing capacity is facing growing scrutiny, with signs that its multibillion-dollar data center...

Thursday 30 April 2026

Quanta eyes strong 2026 server demand as general-purpose orders surge

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...

Wednesday 29 April 2026

Oracle moves Supermicro orders to Taiwan, elevating local server makers

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...

Monday 27 April 2026

Quanta bets on speed and scale to power next growth wave

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...

Tuesday 14 April 2026

March 2026 revenue for ODM/EMS surged on back of AI server demand

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...

Monday 13 April 2026

How Foxconn is winning a bigger slice of MacBook Neo orders

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...

Sunday 12 April 2026

How long can the AI server ODM boom last as growth begins to slow

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...

Thursday 9 April 2026

ODMs erase seasonal slump as notebooks and AI servers drive March surge

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...

Wednesday 1 April 2026

Notebook shipment update, February 2026

Introduction

Tuesday 17 March 2026

How Nvidia and Taiwan's co-engineering pact is fueling a US$1 trillion token economy

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.

Wednesday 11 March 2026

NB ODMs see no clear early pull-in, 1Q26 shipments to decline double digits

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...

Tuesday 10 March 2026

Quanta AI server surge cuts notebook revenue share below 20%

Quanta continued to benefit from demand for AI servers. In February 2026, notebook shipments were weak, yet revenue declined only 6.6% month-over-month...

Saturday 28 February 2026

Quanta posts record 2025 profit, eyes AI-led growth in 2026

Stronger-than-expected results from Nvidia were reflected in its manufacturing partners. Quanta reported fourth-quarter 2025 earnings per...

Friday 13 February 2026

Quanta boosts Thailand investment to expand AI server capacity

Quanta Cloud Technology (QCT) said it will invest THB1.098 billion (approx. US$35.34 million) in electromechanical engineering and materials for its Thailand facility, reinforcing...

Tuesday 10 February 2026

Memory cost pressures lead ODMs to adopt cautious 2026 outlook for notebook shipments

Notebook ODMs reported mixed January 2026 shipment results, with Quanta declining year-over-year while Wistron and Inventec showed growth. The industry expects a first quarter seasonal...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

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