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Focus Stock: Quncheng Optimistic About This Year's Operations, Aims for Another Daily Limit Surge

From Liberty Times · () Chinese

Translated from Chinese and summarized by DistantNews. Read the original for the full story.

At a glance

News Named sources Context piece
  • Server chassis manufacturer Quncheng (8210) has secured water-cooled cabinet projects from two North American cloud service providers.
  • The company's CEO, Chen Ya-nan, expressed optimism for the current year's operations, projecting a positive trend with growth expected quarter by quarter.
  • Quncheng is expanding its global production capacity with a plant in Malaysia set to launch in the third quarter and a U.S. facility in late 2027.

Taiwanese tech firm Quncheng (8210), a leading manufacturer of server chassis, is poised for significant growth this year, driven by new contracts and strategic global expansion. CEO Chen Ya-nan announced that the company has secured water-cooled cabinet projects from two major North American cloud service providers, signaling strong demand in the high-performance computing sector.

This year's operations are positive, and we are aiming for another surge to the daily limit.

· Chen Ya-nanExpressing optimism about the company's performance and stock price.

Chen's optimistic outlook, shared during a recent investor conference, highlighted that both traditional server chassis and cabinet components are experiencing robust demand. The burgeoning AI server market, in particular, is a key driver, with Quncheng's cabinet business expected to contribute 10% of its revenue this year. This focus on advanced cooling solutions is crucial as data centers grapple with the increasing heat generated by powerful processors.

This year, the two major products, chassis and cabinet components, are developing positively. The revenue proportion of the cabinet business will reach 10%. Demand for AI servers and general-purpose servers is strong, and the overall operation for the year is optimistic, with expectations of upward movement quarter by quarter.

· Chen Ya-nanDetailing the company's positive business outlook and revenue projections.

To meet this growing demand, Quncheng is actively expanding its manufacturing footprint. A new plant in Malaysia is slated to begin mass production in the third quarter of this year, while a facility in the United States is scheduled to open in the latter half of 2027. This global production strategy aims to ensure efficient supply chains and capitalize on market opportunities worldwide, reinforcing Quncheng's position as a key player in the server infrastructure market.

The mass production plant in Malaysia will be online in the third quarter, and the U.S. plant will be operational in the second half of 2027. The global production layout is gradually falling into place.

· Chen Ya-nanAnnouncing the expansion of the company's global manufacturing capabilities.
About this summary

Originally published by Liberty Times in Chinese. Translated, summarized, and contextualized automatically by DistantNews, with a note on how the source frames the story. Not individually reviewed before publishing. How this works.

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