Quanta Computer Inc (廣達) yesterday reported that revenue last month surged 70.6 percent year-on-year, and said it aims to begin shipments of Nvidia Corp’s GB300 servers as early as September.
Revenue last month reached NT$189.87 billion (US$6.53 billion), a record high for June, bringing first-half revenue to NT$989.79 billion, up 73.99 percent from a year earlier.
Quanta, which produces servers powered by Nvidia’s artificial intelligence (AI) accelerators, said the production of the latest GB300 model remains challenging due to its higher power requirements.
Photo courtesy of Quanta Computer Inc
The company still aims to begin shipments by September — a goal shared by other server makers — but it has to comply with Nvidia’s official timeline, a Quanta official told the Taipei Times by telephone.
Servers became Quanta’s largest revenue source, accounting for about 70 percent of overall sales in the first quarter, with the company ramping up shipments of AI servers based on Nvidia’s GB200 chips.
AI server revenue in the second quarter is expected to contribute 65 to 70 percent of overall server sales, the official said, adding that the company would disclose the exact figure at its second-quarter earnings conference.
The company’s guidance for AI server revenue to grow by a triple-digit percentage from a year earlier remains unchanged, the official said.
Meanwhile, Quanta shipped 5 million notebook computers last month and 12.1 million in the second quarter, it said.
Second-quarter notebook shipments rose 12.03 percent sequentially and 3.41 percent year-on-year, surpassing the company’s guidance, it said.
First-half shipments totaled 22.9 million units, up 3.2 percent from a year earlier, it added.
However, the company is conservative about notebook shipments in the second half, as front-loading effects might fade and tariff uncertainties persist, the official said.
Notebook computers are expected to account for less than 25 percent of total revenue in the second quarter, in line with the company’s earlier goal to reduce the figure to a percentage in the low 20s, the official said.
A weakening US dollar this year has weighed on the company’s sales, as most of its receivables are denominated in US dollars, the official said.
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