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.
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) has approved a capital budget of US$31.28 billion for production expansion to meet long-term development needs during the artificial intelligence (AI) boom. The company’s board meeting yesterday approved the capital appropriation plan for purposes such as the installation of advanced technology capacity and fab construction, the world’s largest contract chipmaker said in a statement. At an earnings conference last month, TSMC forecast that its capital expenditure for this year would be at the higher end of the US$52 billion to US$56 billion range it forecast in January in response to robust demand for 5G, AI and
NEW MARKET: The partnership opens up India to the Dutch company, which already has a strong hold in the semiconductor market of South Korea, Taiwan and China ASML Holding NV entered into a partnership agreement with Tata Electronics Pvt Ltd aimed at ramping up India’s goal to develop domestic chip-manufacturing capabilities. The Dutch company’s technology would help power Tata Electronics’ planned 300 millimeter (mm) semiconductor foundry in Gujarat, according to a joint statement from the two companies on Saturday. The signing of a memorandum of understanding coincides with a visit by Indian Prime Minister Narendra Modi to the Netherlands, which is looking to deepen bilateral relations with New Delhi. ASML, whose top customers include Taiwan Semiconductor Manufacturing Co (台積電) and Samsung Electronics Co, makes lithography machines that can print
PORTFOLIO REBALANCING: The adjustments in three global equity indices reflect rising investor appetite for semiconductor and artificial intelligence-related stocks Taiwan’s weighting in major global equity indices compiled by MSCI Inc is to rise modestly following the latest quarterly review, underscoring the market’s expanding role in emerging-market portfolios, as global investors continue to favor the nation’s technology sector. Taiwan’s weighting in the MSCI Emerging Markets Index is to increase by 0.30 percentage points to 23.76 percent, after the changes take effect at the close of the May 29 session. Its weighting in the MSCI All-Country Asia ex-Japan Index is to rise 0.37 percentage points to 27.16 percent, while that in the MSCI All Country World Index is to edge up slightly to
The Hsinchu County Government’s Labor Affairs Department yesterday said that it has received a plan from cosmetics brand Taiwan Shiseido Co (台灣資生堂) detailing mass layoffs at its plant in Hukou Township (湖口). While the labor authorities did not disclose the number of employees to be laid off, Japanese news media earlier in the day reported that the closure of the company’s factory in Hukou would result in 170 employees losing their jobs. Shiseido followed the law by reporting its layoff plan, the department said, adding that authorities would closely monitor negotiations between the management and affected employees and step in if any
RSS