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.
WEAKER ACTIVITY: The sharpest deterioration was seen in the electronics and optical components sector, with the production index falling 13.2 points to 44.5 Taiwan’s manufacturing sector last month contracted for a second consecutive month, with the purchasing managers’ index (PMI) slipping to 48, reflecting ongoing caution over trade uncertainties, the Chung-Hua Institution for Economic Research (CIER, 中華經濟研究院) said yesterday. The decline reflects growing caution among companies amid uncertainty surrounding US tariffs, semiconductor duties and automotive import levies, and it is also likely linked to fading front-loading activity, CIER president Lien Hsien-ming (連賢明) said. “Some clients have started shifting orders to Southeast Asian countries where tariff regimes are already clear,” Lien told a news conference. Firms across the supply chain are also lowering stock levels to mitigate
IN THE AIR: While most companies said they were committed to North American operations, some added that production and costs would depend on the outcome of a US trade probe Leading local contract electronics makers Wistron Corp (緯創), Quanta Computer Inc (廣達), Inventec Corp (英業達) and Compal Electronics Inc (仁寶) are to maintain their North American expansion plans, despite Washington’s 20 percent tariff on Taiwanese goods. Wistron said it has long maintained a presence in the US, while distributing production across Taiwan, North America, Southeast Asia and Europe. The company is in talks with customers to align capacity with their site preferences, a company official told the Taipei Times by telephone on Friday. The company is still in talks with clients over who would bear the tariff costs, with the outcome pending further
Six Taiwanese companies, including contract chipmaker Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), made the 2025 Fortune Global 500 list of the world’s largest firms by revenue. In a report published by New York-based Fortune magazine on Tuesday, Hon Hai Precision Industry Co (鴻海精密), also known as Foxconn Technology Group (富士康科技集團), ranked highest among Taiwanese firms, placing 28th with revenue of US$213.69 billion. Up 60 spots from last year, TSMC rose to No. 126 with US$90.16 billion in revenue, followed by Quanta Computer Inc (廣達) at 348th, Pegatron Corp (和碩) at 461st, CPC Corp, Taiwan (台灣中油) at 494th and Wistron Corp (緯創) at
NEGOTIATIONS: Semiconductors play an outsized role in Taiwan’s industrial and economic development and are a major driver of the Taiwan-US trade imbalance With US President Donald Trump threatening to impose tariffs on semiconductors, Taiwan is expected to face a significant challenge, as information and communications technology (ICT) products account for more than 70 percent of its exports to the US, Chung-Hua Institution for Economic Research (CIER, 中華經濟研究院) president Lien Hsien-ming (連賢明) said on Friday. Compared with other countries, semiconductors play a disproportionately large role in Taiwan’s industrial and economic development, Lien said. As the sixth-largest contributor to the US trade deficit, Taiwan recorded a US$73.9 billion trade surplus with the US last year — up from US$47.8 billion in 2023 — driven by strong
RSS