According to its latest forecast, Quanta Services (2382-TW) expects servers to account for 85-90% of total revenue in 2027, with AI servers representing 80% or more of server revenue. Laptop revenue will drop to single-digit percentage share for the first time, down from 80%-plus for servers in 2026. The company shipped 9.6 million laptops in Q3 2026, declining 16.5% quarter-over-quarter and 24% year-over-year, with further double-digit declines expected in Q4.

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