Taiwan Maker of Notebook PC's Thrives Quietly

"The reason Barry is so bullish is because he got the iMac contract," Mr. Tseng said. "Quanta was hitting the ceiling with its existing clients."
One of those clients, Dell, has prodded Quanta to move more of its production to mainland China, where labor and other costs are much lower.
Joining the exodus to China raised ticklish issues for Mr. Lam. He is a strong supporter of Taiwan's president, Chen Shui-bian, whose party has expressed misgivings about the migration of technology and jobs from Taiwan to the mainland. Until recently, Taiwan restricted the production of notebook computers by local companies in China.
Mr. Lam's solution was to say little about Quanta's ambitions in China, while quietly laying the groundwork for an expansion. The company built a sprawling factory near Shanghai, with room for 20,000 workers. By the time Taiwan lifted the restrictions on manufacturing in China last fall, Quanta already had 2,000 people in place there.