Hyperscaler capex stays strong, lifting AI server growth, while tight supply now shapes shipment pace.
Hyperscale CSPs ramp capex, fueling strong AI server growth as ODMs expand GPU rack output and cooling tech advances.
TrendForce raised its 2026 global server shipment forecast, driven by surging AI server demand from CSPs and enterprises, with momentum expected through 2027.
AI server demand stays robust with GB leading H1; Rubin ramps in Q3. ASIC share dips slightly as GPU dominates. Component shortages cap general server growth. Liquid cooling competition intensifies.
North American CSP CAPEX expansion drives dual demand for NVIDIA and custom chips. ODMs like Foxconn benefit from rack solutions and are expanding US/Mexico production. Power leaders Delta and LiteOn...
Global instability and rising raw materials drive up electronic component costs; AI infrastructure demand boosts memory super cycle, shifting ODMs' negotiation to stable pricing for supply securi...
In 2026, benefiting from strong capital expenditure by North American CSPs, AI server shipments and revenue share are expected to rise significantly, driving supply chain expansion and the development...
AI servers lead growth; cloud build-outs lift ODMs/thermal. AMD ramps; TPU up; shift to L2L cooling. Supply chain heat-up end to end.
Oracle's demand for GB Rack surges; production complexity slows early shipments; NVIDIA H20 faces geopolitical challenges but retains growth potential.
Geopolitical and tariff risks accelerate US local server ODM production, with strong growth in AI server shipments driven by NVIDIA and AMD platforms; cooling technology advances boost supplier growth...
"TrendForce reports that NVIDIA announced plans at Computex 2025 to expand investments and strengthen AI server supply chain cooperation in Taiwan, including building AI supercomputers, expan...
US President-Elect Donald Trump posted unexpectedly on his social media platform Truth Social on November 26th 2024 that a large number of immigrants and drugs (especially fentanyl) are flooding into...
TrendForce believes that US tariffs on Mexico will have a limited impact on Taiwanese server ODMs. While these ODMs have assembly plants along the US-Mexico border, they have been actively establishin...
As indicated by TrendForce’s latest survey on the supply chain, Intel has postponed the schedule for the mass production of Sapphire Rapids owing to how the appalling yield rate of Intel’s 7nm process...
