Compal Electronics is accelerating its push into AI server manufacturing with a new plant in Texas and a target to...

Compal Electronics is accelerating its push into AI server manufacturing with a new plant in Texas and a target to increase non-PC revenue to 40% of total sales, according to a Digitimes report (source). The Texas facility underscores Compal's strategy to capture more of the AI server build-out, a key growth area in the AI infrastructure supply chain. The company also recently earned recognition in the iF World Design Index, highlighting its design capabilities across servers and other product lines (Compal IR). This expansion signals Compal's commitment to diversifying beyond its traditional PC business, aligning with broader industry trends of ODMs investing in US-based server production to meet hyperscaler demand and mitigate geopolitical risks. While specific revenue targets or customer commitments were not disclosed, the move positions Compal to benefit from ongoing AI infrastructure capex. The 40% non-PC revenue goal represents a significant shift for the company, historically reliant on laptops and desktops.