QUANTA COMPUTER Business Summary

Quanta Computer Inc. (2382.TW) operates as a premier Original Design Manufacturer (ODM), generating revenue through the design and high-volume manufacturing of computing hardware for global technology brands. Its business is primarily segmented into Mobile Computing, which maintains its legacy as the world’s largest notebook PC producer, and Cloud and Enterprise Solutions, which has become its primary growth engine through the production of high-margin AI server racks and data center infrastructure. By early 2026, the company has successfully pivoted to an "AI-first" strategy, with AI servers accounting for over 70% of its server revenue, supported by advanced liquid-cooling technologies and Level 11/12 system integration. Quanta competes directly with Hon Hai Precision Industry (Foxconn), Compal Electronics, Wistron, and Inventec. Within this landscape, Quanta distinguishes itself through its deep engineering partnerships with hyperscale cloud providers and its dominant market share in the generative AI hardware supply chain. The company was founded in 1988 by Barry Lam and C.C. Leung, both alumni of National Taiwan University with backgrounds in electrical engineering and physics, respectively. Chairman Barry Lam, a visionary in the "virtual integration" model, provides strategic oversight, while C.C. Leung serves as Vice Chairman and President, managing global operations. Key leadership also includes Executive Vice President Mike Yang, who heads the high-growth Quanta Cloud Technology (QCT) division, and CTO Bryan Chen, who directs R&D for next-generation high-performance computing. Quanta is a publicly traded entity on the Taiwan Stock Exchange, with major ownership held by Cianyu Investment Ltd and founder Barry Lam, alongside significant institutional backing from global asset managers such as BlackRock and Vanguard, and major Taiwanese insurers including Cathay Life and Fubon Life.