Quanta's C.C. Leung: AI Market Outlook Like 'Climbing Stairs,' Growth to Last Until 2030

Central News Agency (CNA), Taipei, May 29. C.C. Leung, Vice Chairman and President of contract manufacturer Quanta Computer, spoke to the media after the shareholders' meeting about the artificial intelligence (AI) market outlook. He described it as 'climbing stairs,' where one step follows another, and the current consensus is that growth will continue until 2030. Leung mentioned that to meet the growing demand for CPUs, Quanta needs to urgently expand production capacity. The biggest challenge is power supply, as power applications require planning two to three years in advance and cannot be increased immediately. He also explained that the decline in gross margin in the first quarter was mainly due to the increased proportion of AI-related products, which have significantly higher component costs. Furthermore, he touched upon the development of AR glasses, stating that technology continues to improve.