Quanta Computer (2382.TW) built its reputation as the world's largest notebook contract manufacturer. That identity is changing fast. AI server revenue has grown so quickly that notebooks now account for less than 20% of total sales. Through its cloud subsidiary QCT (Quanta Cloud Technology), Quanta has become one of the two largest AI server builders in the world alongside Foxconn, assembling rack systems for the hyperscale data centers powering the global AI buildout.
Quanta posted first-quarter 2026 revenue of NT$809.2 billion (US$25.3 billion), up 66.6% year on year and a new single-quarter record. March alone reached NT$362.8 billion (US$11.4 billion), surging 88.4% from the prior year and 68.3% from February. The March result was the highest monthly revenue in the company's history.
AI server shipments powered by Nvidia's GB300 platform drove the bulk of the growth, while notebook shipments also exceeded expectations. Full-year 2025 revenue had already reached NT$2.12 trillion (US$67.6 billion), up 50.2%, with record earnings per share of NT$19.45. The first quarter indicates that the pace of expansion is still accelerating.
Quanta is expanding production capacity outside Taiwan to meet demand and diversify its manufacturing base. QCT has committed THB2.71 billion (US$87 million) across three rounds of investment since November 2025, funding its Thailand facility where L6 board assembly for AI servers takes place. Capacity at the site has increased tenfold since operations began.
Quanta plans to add 500 to 800 engineering staff in Thailand and has set a target to double its overall AI server production capacity by the end of 2026.
QCT serves as a primary builder of hyperscale AI infrastructure, assembling complete rack systems that integrate Nvidia GPU platforms with the power delivery, liquid cooling, and networking components required for modern AI workloads.
The company is currently shipping Nvidia's GB300 platform, which succeeded the GB200 as the main product line in early 2026. Nvidia's Vera Rubin architecture is expected to enter production around August. Management has noted that Vera Rubin's rack design builds on the same Oberon platform already in mass production for the GB series, enabling a smooth transition with minimal learning-curve disruption.
Beyond Nvidia, Quanta stands to benefit from the growing wave of custom ASIC servers. AWS's internally designed servers are reportedly entering mass production in Q2 2026, providing an additional growth driver. As cloud providers diversify their silicon strategies, Quanta's scale and engineering capabilities position it to capture orders across multiple chip architectures.
The notebook business faces a more uncertain path. Memory shortages and rising component costs are expected to weigh on industry shipments in the second half, though Quanta may outperform peers if it secures MacBook Neo orders alongside Foxconn. Still, notebooks are now a supporting business rather than the growth engine.
For Quanta, the transformation is structural. A company that once derived most of its revenue from assembling laptops now earns the majority of its sales from building the computing infrastructure behind AI. With record revenue, expanding capacity in Thailand, and order visibility extending into 2027, Quanta enters the rest of 2026 as one of the defining companies in the global AI server buildout.