Quanta Computer Inc (廣達), which makes servers and laptops on a contract basis, yesterday said its shipments of artificial intelligence (AI) servers powered by Nvidia Corp’s GB300 chips have increased steadily since last month, should surpass those of the GB200 models this quarter.
The production of GB300 servers has gone much more smoothly than that of the GB200, with shipments projected to increase sharply next month, Quanta executive vice president Mike Yang (楊麒令) said on the sidelines of a technology forum in Taipei.
While orders for GB200 servers gradually decrease, the production transition between the two server models has been smooth, Yang said.
Photo: Fang Wei-chieh, Taipei Times
Quanta’s server business revenue has grown about 50 percent from a year earlier, with newly added production capacity quickly loaded, he said.
“I believe this year will be another year of very strong performance,” Yang said.
Quanta mainly produces GB300 servers in the US, with some in Taiwan due to limited local capacity, he said.
The company has been investing in the US for more than 20 years, which gives it a clear manufacturing advantage there, he said.
This year, the company has launched eight investment projects in the US, as demand continues to outpace supply, he added.
Aside from the US, the company has also been expanding capacity in Thailand, where it operates about 80 surface mount technology (SMT) production lines, a figure expected to exceed 100 by the second half of next year, Yang said.
Quanta is considering installing one or two SMT lines in the US to support research and development of new products, he said.
However, the company has no plans to significantly expand capacity in Taiwan due to land and electricity constraints, he added.
As technology development accelerates, the company’s cooperation with suppliers has also evolved, Yang said.
Quanta is collaborating with several upstream material suppliers, including copper clad laminate, printed circuit board and glass fiber cloth makers, he said.
The company usually works with two to three sources simultaneously to ensure stability and flexibility in server production, he added.
Regarding AI chip competition, Yang said that while Nvidia remains the market leader and other companies including Advanced Micro Devices Inc are gradually catching up, there would not be a clear winner in the short term.
The competition among multiple players would likely intensify over the next two years, he added.
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