AI server maker Quanta (2382 TT) says its 2027 expansion will focus on electrical infrastructure upgrades. Its SMT equipment is largely ready, but newer AI racks consume more power and take longer to test. We think that investors tracking $NVDA's manufacturing partners need to look beyond assembly-line capacity. The ability to power and test completed racks also affects how quickly hardware can ship. At its Nov. 11 earnings briefing, CFO Tim Yang said the company needs to keep increasing factory power capacity to support those requirements. SMT lines mount components onto circuit boards. Completed racks still need powered testing before shipment. Longer tests occupy testing capacity for more time, while higher rack power raises the electrical capacity needed to run them. Quanta expects total 2027 capex of NT$40bn–45bn.