Quanta: Strong demand for AI servers, order visibility extended to 2028.

Quanta's Chief Financial Officer Yang Junlie stated that the demand for AI servers is strong, and order visibility will extend into 2028. Quanta is making significant investments to expand production to meet customer needs, with plans to double the new AI server capacity by the end of 2026 compared to last year, and to double it again by 2028. Quanta also increased its capital expenditures this year from the original NT$30 billion to NT$40 billion, a growth of over 33%.