Quanta Computer Inc (廣達) chairman Barry Lam (林百里) on Sunday said that customer demand remained steady, with a positive order outlook, despite the US tariff threat.
The company has been ramping up production over the past few months and would strive to overcome disruptions caused by US President Donald Trump’s trade policies, chairman Barry Lam (林百里) said at the company’s 37th anniversary event in New Taipei City’s Linkou District (林口).
Trump imposed a 32 percent “reciprocal” tariff on imports from Taiwan on April 2, although he announced on April 9 that implementation would be delayed by 90 days. However, a universal 10 percent tariff was immediately applied to most imports around the world.
Photo: CNA
Quanta operates nine manufacturing facilities worldwide, demonstrating its operational resilience and ability to provide reliable solutions for customers, Lam said.
The company primarily manufactures servers in the US and Germany, while notebook computers destined for markets outside the US are produced in China, he said.
Notebooks sold within the US are made in Thailand and Vietnam, while automotive electronics are mainly manufactured in Mexico, he added.
“Regardless the location, we can always meet customers’ needs,” Lam said.
Echoing Lam’s remarks, Quanta vice chairman C.C. Leung (梁次震) said the company has expanded its production footprint across multiple countries — including China, Vietnam, Thailand, the US, Mexico and Germany — in response to a shifting international environment, particularly changes brought about by Trump’s tariff policies.
“As Trump changes his stance from day to day, Quanta has been gearing up to maintain a high-level of agility and work harder to cope with the geopolitical situation,” he added.
Lam said that demand from the four leading US cloud service providers (CSPs) — Amazon.com Inc, Alphabet Inc, Microsoft Corp and Meta Platforms Inc — remains steady, with orders unchanged.
With these CSPs continuing to invest in data centers and related infrastructure, Quanta has been ramping up production to meet their needs, Lam told reporters on the sidelines of the event.
Artificial intelligence (AI) applications have flourished over the pat few years, with costs falling annually. Although AI still has a long way to go, Lam said he remains optimistic about the sector’s future.
Asked whether he plans to retire at 80, Lam, who turns 76 this year, said there is no definitive answer, adding that his health has been improving as Quanta’s business continues to grow.
However, working purely as an original equipment manufacturer is no longer exciting, and Quanta aims to transform into an independent research and development company, which his team is also enthusiastic about, Lam said.
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