Unprecedented AI boom pushes Quanta, Wistron, and peers into massive capacity build-up

Server ODMs are significantly expanding their production capabilities to meet the surging demand in the artificial intelligence (AI) market. Mike Yang, EVP at Quanta, revealed efforts to increase capacity at facilities in the US and Thailand, with a new plant in Mexico set to begin production in early 2026. The scale of orders has grown beyond prior expectations, driving this intensified expansion.

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Huawei’s Ren says failed Motorola deal set stage for chip self-reliance

Since Huawei established Shenzhen HiSilicon Semiconductor in 2004, its semiconductor business has supported over two decades of development and innovation within Huawei’s product ecosystem. However, from 2000 to 2003, Huawei faced one of its most challenging periods and nearly became a US company. CEO Ren Zhengfei confirmed this long-rumored episode during an interview.

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