MAJOR CHANGES:
As AI develops faster than expected, the biggest issues facing the supply chain are technological capabilities and production capacity, Mike Yang said
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By Meryl Kao
/ Staff reporter
Quanta Cloud Technology Inc (雲達), the manufacturing arm of Quanta Computer Inc (廣達), plans to add three new facilities in California by the end of this year to support clients’ expansion of artificial intelligence (AI) infrastructure, company president Mike Yang (楊麒令) said on Tuesday.
Yang also serves as executive vice president of Quanta Computer.
Capacity utilization at Quanta Cloud is nearly full and the US would remain the company’s primary focus for future capacity expansion, he said on the sidelines of the Computex Taipei trade show.
Photo: CNA
Quanta Cloud is expanding its global manufacturing footprint to keep pace with customer growth. Beyond factory construction, securing power supply has become a key challenge for the company, he said.
The company has secured electricity demand through next year and most of the required power capacity for 2028, he said.
Beyond the US, Quanta Cloud is also expanding capacity in Thailand as well as multiple other regions, he added.
As AI technology develops faster than expected, the biggest issues facing the supply chain include technological capabilities and production capacity, as companies look to keep pace with the rapid evolution of AI platforms and products, and meet surging demand, Yang said.
Supply chain firms also have to address the issue of component shortage, including central processing units, he said.
Nvidia Corp chief executive officer Jensen Huang (黃仁勳), who visited the company’s booth at Computex on Tuesday, said the industry has undergone a dramatic shift over the past six months as AI has become increasingly useful, productive and profitable.
The AI sector has doubled in size over the past few years and is likely to grow even faster in the years ahead, Huang said.
As Nvidia ramps up production of its Grace Blackwell platform and prepares for the rollout of the next-generation Vera Rubin architecture, Huang thanked Quanta Cloud and Quanta Computer for their long-standing partnership and manufacturing support.
