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StatementDog | AI & Tech Supply Chains
@statementdog
Tracking the companies and technologies behind the AI buildout. Research informed by company interviews, site visits, analysts, and industry experts.
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Quanta (2382 TT), a Taiwanese server and notebook contract manufacturer, reported September revenue of NT$325.3 billion, down 23.3% from August but up 76.7% year over year. The company attributed the monthly decline to the timing of customer shipments and a tough comparison with August, the Economic Daily News reports. It says Nvidia’s GB-series systems are being produced smoothly, with shipments in line with customers’ schedules. Q3 revenue totaled NT$1.12 trillion, up 7.6% from Q2 and 125.2% year over year.
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