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Electronics Foundry

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44/100 72Buffett Hold Quanta (2382.TW) Zen Horizon Research Report Quanta Computer, founded by Barry Lam in 1988, is the world's largest notebook ODM and has transformed in recent years into the world's second-largest AI server rack-scale ODM, behind only Foxconn, manufacturing NVIDIA GB200/GB300 systems for customers including Google, Meta, and AWS. In 2026Q1, servers accounted for more than 80% of revenue, revenue grew 66.6% year over year, and quarterly gross margin fell to 4.78%. Research rating Hold: a genuine AI infrastructure compounder, but margin quality, cash flow pressure, and valuation leave too little margin of safety at the current price. Quanta Computer2382 · TaiwanElectronics Foundry8 de junho de 2026