Quanta 結果共41筆

Taiwan’s server manufacturers closed out May 2026 with another round of record monthly revenues. The reports came days after Computex 2026 wrapped in Taipei on June 5, where Nvidia CEO Jensen Huang used his keynote to reaffirm the sheer scale of AI infrastructure demand.

While the silicon vendors captured the keynote headlines, Taiwan’s hardware manufacturers drew the biggest crowds on the show floor. Their expansive booths featured server racks, advanced cooling systems, robots, and complete computing platforms. The attention was well deserved. Taiwan assembled roughly 90 percent of the world’s AI servers in 2025, and total server shipments are forecast to rise 19.2 percent in 2026, marking the strongest growth in years. Global shipments in the second quarter alone are projected to exceed five million units for the first time. These manufacturers turned Computex into a vast showroom for the physical machines powering the AI boom.

Nvidia CEO Jensen Huang begins Taiwan supply chain tour at Quanta Computer, meeting TSMC’s C.C. Wei Tuesday and hosting trillion-dollar supplier banquet Thursday.

Computex 2026 opens on June 2 in Taipei under the banner “AI Together,” and for Taiwan’s server makers the timing is close to perfect. The first quarter delivered record results across the entire group. Hyperscaler orders for Nvidia’s next-generation GB300 rack systems are accelerating into the second half of the year. And a new category of compute that the industry has started calling Physical AI, is opening a fresh growth lane alongside the familiar workloads of training and inference.

For most of its history, Auras Technology was known for cooling laptops. Founded in 1998, the company grew into the world’s largest designer of notebook cooling modules, supplying Dell, Quanta, Compal, and Samsung. Today, that business is a sideshow. AI servers drive over 75% of revenue, liquid cooling has overtaken air cooling in the mix, and Auras is posting growth rates that would be the envy of any company in Taiwan’s tech sector.

Quanta Computer (2382.TW) built its reputation as the world’s largest notebook contract manufacturer. That identity is changing fast. AI server revenue has grown so quickly that notebooks now account for less than 20% of total sales. Through its cloud subsidiary QCT (Quanta Cloud Technology), Quanta has become one of the two largest AI server builders in the world alongside Foxconn, assembling rack systems for the hyperscale data centers powering the global AI buildout.

Taiwan’s AI server makers just delivered a first quarter that would have seemed impossible two years ago. The five leading ODMs generated more than NT$2 trillion (roughly US$63 billion) in revenue, driven by Nvidia’s GB300 rack platform and a surging wave of custom ASIC servers from the major US hyperscalers. The question heading into Q2 is no longer whether demand is real. It is whether Taiwan can ramp up production fast enough to meet it.

Taiwan’s AI server makers delivered extraordinary first-quarter 2026 results, drive by Nvidia GB300 server shipments to hyperscale cloud customers including Amazon, Google, Meta, Microsoft, and Oracle. The numbers confirm that AI server assembly has become the single strongest growth engine in Taiwan’s technology sector.

Quanta Computer hosted a massive year-end party in Taipei, celebrating 50% revenue growth in 2025. The event featured performances and NT$70 million in prizes.

Taiwan Stock Exchange sees volatility as the index drops 121.18 points to 28,182.60. TSMC shares fall, while Foxconn rises. Electronics and financial sectors show mixed results.

Taiwan’s stock market closed up 71.95 points at 27,626.48 on Nov. 28, driven by gains in electronics and CPO silicon photonics stocks. TSMC faced selling pressure, while ASPEED hit a record high. Analysts eye a potential U.S. rate cut in December.

AI server and semiconductor sectors in Taiwan attract investments as demand for advanced chips grows. Experts warn of a potential bubble amid market highs.

The Taiwan Stock Exchange closed lower on Oct. 8, dropping 148.27 points to 27,063.68. Market volatility was linked to Oracle’s AI cloud business. TSMC and other tech stocks fell, while MediaTek gained. Investors await Largan Precision’s earnings call on Oct. 9.

Taiwan’s stock market hit record highs on Sept. 9, driven by tech gains and a semiconductor expo. TSMC, Hon Hai, and MediaTek led the surge, reflecting U.S. market trends.

NVIDIA CEO Jensen Huang visits Taiwan to meet with TSMC and discuss new chip production. Analysts speculate on land contract progress. Huang praises local firms.

Quanta Computer partners with Taiwan’s Ministry of National Defense to develop an electronic injury ticket system, enhancing military healthcare with smart tech.

Taiwan showcases public health efforts at WHA. Acer discusses AI in healthcare collaborations. Quanta presents AI platform for cancer screening. Event highlights Taiwan’s global tech commitment.

Taiwan’s stock market plunged 5.79% despite intervention by the National Financial Stabilization Fund. TSMC, Hon Hai, and MediaTek shares fell sharply.

Taiwan’s stock market dropped nearly 300 points amid tariff tensions. The National Financial Stabilization Fund may intervene with NT$500 billion to stabilize the market.

Quanta Computer Inc. reported record March revenue of NT$192.547 billion, driven by AI server shipments. The company saw significant growth in laptop shipments and maintained strong client communication amid U.S. tariff impacts.

Terry Gou, founder of Hon Hai, saw his net worth drop by NT$26.1 billion as Hon Hai’s stock hit a low. Taiwan’s market faced a historic downturn amid global tensions.

Taiwan’s stock market rose Thursday, March 6, following gains in U.S. markets. TSMC remained flat, while Hon Hai and Quanta Computer saw increases.

Taiwan’s stock market opened with a modest rise, led by TSMC, amid mixed sector performances. Investors face volatility as they track market trends and earnings.

Taiwan’s stock market surged over 100 points on Jan. 20, surpassing key moving averages. TSMC and Hon Hai saw gains, while MediaTek rebounded. U.S. stocks also rose.

Taiwan’s stock market surged as TSMC led gains, pushing the index over 23,000 points. Analysts credit Wall Street’s strong performance and potential Fed rate cuts.