Taiwan AI server maker Quanta raised its 2025 capex to NT$20 billion (US$660 million) from a range of NT$15-$16 billion, and said 2026 capex will be even higher, media report, noting AI servers made up over 60% of Quanta’s 1st quarter revenue of NT$485.67 billion ($16 billion). Net profit rose 61.6% year-on-year to NT$19.5 billion, beating NT$14.3 billion expected. 1/2 $NVIDIA(NVDA.US) #Quanta #AIservers #semiconductors
Source: Dan Nystedt
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
