Quanta Computer Inc (廣達), the world’s top contract laptop maker, has partnered with South Korea’s main Internet provider KT Corp to deliver branded cloud servers, according to a company source familiar with the matter.
Taoyuan-based Quanta, which unveiled its own cloud brand “QCT” last month, is tapping into the Asian telecoms segment while maintaining a focus on the US market, the source said, requesting anonymity because the person was not authorized to speak on the matter.
This year, Quanta is expected to generate higher revenues from its branded cloud products than from its contract cloud business for clients, the source said.
“The knowledge edge in the notebook business is blurring, but we still have domain knowledge in the cloud business,” the source said. “We are just sticking to the trend.”
Last month, Quanta won orders for 100,000 cloud servers from NTT Docomo Inc, Japan’s biggest mobile phone service operator, and will begin shipments in the third quarter of this year, Taiwanese media reported, citing sources in the Japanese supply chain.
NTT has considered Quanta’s cloud servers to be the most competitive products on the market since the Taiwanese firm became a major supplier of cloud servers to big names such as Google Inc and Facebook, the report said.
Moreover, Japan’s second-largest mobile carrier, KDDI Corp, reportedly gave hundreds of cloud server orders to Quanta and Wistron Corp (緯創), with Quanta favored to win follow-up orders because of its partnership with big customers.
Quanta said at an investors conference last month that its non-notebook business accounted for 30 percent of its total revenue last year, and the figure was forecast to rise to 35 percent this year.
According to research firm Gartner Inc, worldwide server shipments grew 1.5 percent to 2.35 million units in the first quarter of this year, while server revenue declined 1.8 percent year-on-year to US$12.44 billion.
ADVANCED: Previously, Taiwanese chip companies were restricted from building overseas fabs with technology less than two generations behind domestic factories Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), a major chip supplier to Nvidia Corp, would no longer be restricted from investing in next-generation 2-nanometer chip production in the US, the Ministry of Economic Affairs said yesterday. However, the ministry added that the world’s biggest contract chipmaker would not be making any reckless decisions, given the weight of its up to US$30 billion investment. To safeguard Taiwan’s chip technology advantages, the government has barred local chipmakers from making chips using more advanced technologies at their overseas factories, in China particularly. Chipmakers were previously only allowed to produce chips using less advanced technologies, specifically
BRAVE NEW WORLD: Nvidia believes that AI would fuel a new industrial revolution and would ‘do whatever we can’ to guide US AI policy, CEO Jensen Huang said Nvidia Corp cofounder and chief executive officer Jensen Huang (黃仁勳) on Tuesday said he is ready to meet US president-elect Donald Trump and offer his help to the incoming administration. “I’d be delighted to go see him and congratulate him, and do whatever we can to make this administration succeed,” Huang said in an interview with Bloomberg Television, adding that he has not been invited to visit Trump’s home base at Mar-a-Lago in Florida yet. As head of the world’s most valuable chipmaker, Huang has an opportunity to help steer the administration’s artificial intelligence (AI) policy at a moment of rapid change.
Taiwan Semiconductor Manufacturing Co’s (TSMC, 台積電) quarterly sales topped estimates, reinforcing investor hopes that the torrid pace of artificial intelligence (AI) hardware spending would extend into this year. The go-to chipmaker for Nvidia Corp and Apple Inc reported a 39 percent rise in December-quarter revenue to NT$868.5 billion (US$26.35 billion), based on calculations from monthly disclosures. That compared with an average estimate of NT$854.7 billion. The strong showing from Taiwan’s largest company bolsters expectations that big tech companies from Alphabet Inc to Microsoft Corp would continue to build and upgrade datacenters at a rapid clip to propel AI development. Growth accelerated for
TARIFF SURGE: The strong performance could be attributed to the growing artificial intelligence device market and mass orders ahead of potential US tariffs, analysts said The combined revenue of companies listed on the Taiwan Stock Exchange and the Taipei Exchange for the whole of last year totaled NT$44.66 trillion (US$1.35 trillion), up 12.8 percent year-on-year and hit a record high, data compiled by investment consulting firm CMoney showed on Saturday. The result came after listed firms reported a 23.92 percent annual increase in combined revenue for last month at NT$4.1 trillion, the second-highest for the month of December on record, and posted a 15.63 percent rise in combined revenue for the December quarter at NT$12.25 billion, the highest quarterly figure ever, the data showed. Analysts attributed the
RSS