Quanta's 37th Family Day was held today at its headquarters in Lin Kou. Chairman Lin Jun-Bi stated that the company would adopt a master chef concept across its nine global facilities to serve customers, addressing the challenges posed by tariff wars.

He noted that in the AI era, current development is only at the second step, and this year, Quanta's server models mainly consist of GB200 and GB300. However, Lin mentioned that, in the coming years, significantly more powerful servers would be introduced, and it was uncertain if they would meet future AI computing demands, but the scale would undoubtedly be substantial, and Quanta is prepared for it.

Vice Chairman Liang Tsu-Chen added that there are numerous future opportunities worth noting, including applications of AI in automotive technology, low-orbit communications, and portable devices, which are all currently under close market observation. Senior Vice President Yang Chi-Ling of Quanta reiterated that the company is deploying new research and developments ahead of time and remains focused on the impacts of AI on the server industry.

Despite market concerns about slowing U.S. demand, Chairman Lin pointed out that many supply chains continue to shift towards the U.S. market, with rising costs. He emphasized that many major companies are still ramping up production, demonstrating that current demand remains stable. He highlighted competition among the four major technology giants in data center investments and noted that there are multiple applications for AI, leading to significant cost reductions each year, empowering everyday users to leverage AI as effectively as PhDs.

Lin expressed confidence in the future of AI and demand, stating that Quanta would actively transform into an R&D-focused entity and would not remain a mere contract manufacturer, asserting that their proprietary development process is highly confidential.