Quanta Computer, a leading Taiwanese AI server manufacturer, is planning to expand its production capacity for AI servers in the United States. This move comes as a response to the overwhelming demand for AI servers, with Quanta's factories already fully booked until the end of 2025.
Quanta has been trial-producing NVIDIA's new GB200 AI servers in both Taiwan and the United States. The production volume of the GB200 is expected to increase gradually in the first quarter of 2025, indicating a strong market response.
Quanta has production facilities on both the east and west coasts of the United States. The company plans to continue expanding its factories in the US to meet future demand. Despite concerns about potential manufacturing issues under the new Trump administration, Quanta expressed confidence in its ability to navigate these challenges.
Quanta's international production layout is comprehensive, with factories in Taiwan, mainland China, Thailand, Europe, and the United States. This global presence allows Quanta to respond quickly to changes in the market and maintain a robust supply chain. The company's focus on local production in the US is aimed at providing US tech companies with faster access to chips produced on American soil.